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Warren Street Wealth Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Warren Street Wealth Advisors’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
2022
Q1 		– Sell
-111,764
Closed -$2.73M – 69
2021
Q4 		$2.73M Buy
+111,764
New +$2.79M 2.52% 13

Other funds holding WTRE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Warren Street Wealth Advisors's WTRE Position: Q1 2022 in Review

Warren Street Wealth Advisors sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2022, closing a stake of 111,764 shares — an estimated $2.73M sold.

Warren Street Wealth Advisors first reported a position in WTRE in Q4 2021 and held it in 1 quarter. The position peaked at $2.73M in Q4 2021. 35 funds tracked by Wall St. Rank hold WTRE as of Q1 2022.

  • Warren Street Wealth Advisors reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2022 after selling out during the quarter.
  • Warren Street Wealth Advisors sold 111,764 WisdomTree New Economy Real Estate Fund shares in Q1 2022, an estimated $2.73M.
  • Warren Street Wealth Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2021 and held it in 1 quarter.
  • Warren Street Wealth Advisors's WisdomTree New Economy Real Estate Fund position peaked at $2.73M in Q4 2021.
  • 35 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2022.

Based on Warren Street Wealth Advisors's 13F filing for Q1 2022, filed 4 May 2022.