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Verus Capital Partners’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Verus Capital Partners’s Portfolio WTRE Stock Details WTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$28K Buy
1,281
+212
+20% +$6K 0.01% 675
2019
Q4 		$34K Buy
+1,069
New +$32.6K 0.01% 723

Other funds holding WTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Verus Capital Partners's WTRE Position: Q1 2020 in Review

Verus Capital Partners increased its WisdomTree New Economy Real Estate Fund (WTRE) stake by 20% in Q1 2020, buying an estimated $6K and bringing the position to 1,281 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #675.

Verus Capital Partners first reported a position in WTRE in Q4 2019 and has held it in 2 quarters since. The position peaked at $34K in Q4 2019. 42 funds tracked by Wall St. Rank hold WTRE as of Q1 2020.

  • Verus Capital Partners held 1,281 shares of WisdomTree New Economy Real Estate Fund worth $28K as of Q1 2020.
  • Verus Capital Partners bought 212 WisdomTree New Economy Real Estate Fund shares in Q1 2020, an estimated $6K.
  • WisdomTree New Economy Real Estate Fund made up 0.01% of Verus Capital Partners's portfolio in Q1 2020, its #675 holding.
  • Verus Capital Partners first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's WisdomTree New Economy Real Estate Fund position peaked at $34K in Q4 2019.
  • 42 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.