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Wealthstreet Investment Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Wealthstreet Investment 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
2021
Q2 		– Sell
-28,937
Closed -$768K – 328
2021
Q1 		$768K Buy
28,937
+1,820
+7% +$47.1K 0.07% 200
2020
Q4 		$695K Buy
27,117
+356
+1% +$9.03K 0.07% 204
2020
Q3 		$650K Sell
26,761
-1,620
-6% -$39.8K 0.07% 192
2020
Q2 		$677K Sell
28,381
-545
-2% -$12.7K 0.08% 175
2020
Q1 		$638K Sell
28,926
-3,521
-11% -$99.7K 0.09% 160
2019
Q4 		$1.02M Buy
32,447
+23,000
+243% +$700K 0.12% 152
2019
Q3 		$286K Sell
9,447
-21,426
-69% -$635K 0.04% 288
2019
Q2 		$939K Sell
30,873
-301
-1% -$9.45K 0.12% 154
2019
Q1 		$1M Buy
31,174
+1,352
+5% +$41.2K 0.13% 143
2018
Q4 		$900K Sell
29,822
-4,447
-13% -$125K 0.13% 145
2018
Q3 		$1.01M Buy
34,269
+54
+0.2% +$1.63K 0.12% 154
2018
Q2 		$1.03M Sell
34,215
-2,769
-7% -$88.6K 0.14% 147
2018
Q1 		$1.19M Sell
36,984
-1,236
-3% -$40.4K 0.15% 138
2017
Q4 		$1.24M Buy
+38,220
New +$1.23M 0.15% 136

Other funds holding WTRE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthstreet Investment Advisors's WTRE Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q2 2021, closing a stake of 28,937 shares — an estimated $768K sold.

Wealthstreet Investment Advisors first reported a position in WTRE in Q4 2017 and held it in 14 quarters. The position peaked at $1.24M in Q4 2017. 36 funds tracked by Wall St. Rank hold WTRE as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining WisdomTree New Economy Real Estate Fund position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 28,937 WisdomTree New Economy Real Estate Fund shares in Q2 2021, an estimated $768K.
  • Wealthstreet Investment Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's WisdomTree New Economy Real Estate Fund position peaked at $1.24M in Q4 2017.
  • 36 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.