Wells Fargo
WTRE icon

Wells Fargo’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Wells Fargo’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
2026
Q1 		$21 Sell
1
-1,710
-100% -$39.1K ﹤0.01% 6790
2025
Q4 		$36.4K Sell
1,711
-1,815
-51% -$40.5K ﹤0.01% 5649
2025
Q3 		$78.5K Sell
3,526
-1
-0% -$20 ﹤0.01% 5425
2025
Q2 		$68.7K Sell
3,527
-8,009
-69% -$143K ﹤0.01% 5396
2025
Q1 		$200K Sell
11,536
-677
-6% -$11.8K ﹤0.01% 4700
2024
Q4 		$211K Sell
12,213
-371
-3% -$6.92K ﹤0.01% 4767
2024
Q3 		$251K Hold
12,584
– – ﹤0.01% 4427
2024
Q2 		$219K Sell
12,584
-45
-0.4% -$779 ﹤0.01% 4459
2024
Q1 		$229K Sell
12,629
-985
-7% -$17.4K ﹤0.01% 4391
2023
Q4 		$249K Sell
13,614
-4,375
-24% -$71.4K ﹤0.01% 4330
2023
Q3 		$283K Buy
17,989
+3,765
+26% +$63.4K ﹤0.01% 4134
2023
Q2 		$239K Buy
14,224
+267
+2% +$4.49K ﹤0.01% 4474
2023
Q1 		$238K Sell
13,957
-2
-0% -$35 ﹤0.01% 4326
2022
Q4 		$229K Sell
13,959
-1,992
-12% -$32.2K ﹤0.01% 4104
2022
Q3 		$249K Sell
15,951
-746
-4% -$13.8K ﹤0.01% 4115
2022
Q2 		$307K Sell
16,697
-227
-1% -$4.63K ﹤0.01% 4049
2022
Q1 		$392K Buy
16,924
+9,153
+118% +$216K ﹤0.01% 4580
2021
Q4 		$189K Sell
7,771
-2,023
-21% -$50.5K ﹤0.01% 5299
2021
Q3 		$244K Buy
9,794
+605
+7% +$15.9K ﹤0.01% 5015
2021
Q2 		$244K Buy
9,189
+472
+5% +$12.9K ﹤0.01% 4945
2021
Q1 		$231K Sell
8,717
-5,351
-38% -$139K ﹤0.01% 5089
2020
Q4 		$361K Sell
14,068
-11,136
-44% -$282K ﹤0.01% 4761
2020
Q3 		$613K Sell
25,204
-70,640
-74% -$1.73M ﹤0.01% 4206
2020
Q2 		$2.29M Sell
95,844
-5,317
-5% -$124K ﹤0.01% 3168
2020
Q1 		$2.23M Buy
101,161
+48,563
+92% +$1.38M ﹤0.01% 2898
2019
Q4 		$1.65M Sell
52,598
-3,818
-7% -$116K ﹤0.01% 3497
2019
Q3 		$1.65M Sell
56,416
-17,605
-24% -$522K ﹤0.01% 3488
2019
Q2 		$2.25M Sell
74,021
-22,182
-23% -$696K ﹤0.01% 3247
2019
Q1 		$3.09M Sell
96,203
-40,841
-30% -$1.24M ﹤0.01% 2999
2018
Q4 		$3.81M Sell
137,044
-128,215
-48% -$3.6M ﹤0.01% 2708
2018
Q3 		$7.8M Sell
265,259
-15,254
-5% -$459K ﹤0.01% 2272
2018
Q2 		$8.49M Sell
280,513
-24,922
-8% -$798K ﹤0.01% 2205
2018
Q1 		$9.83M Buy
305,435
+148,134
+94% +$4.84M ﹤0.01% 2021
2017
Q4 		$5.12M Sell
157,301
-7,283
-4% -$234K ﹤0.01% 2564
2017
Q3 		$5.2M Buy
164,584
+94,319
+134% +$2.92M ﹤0.01% 2488
2017
Q2 		$2.07M Buy
70,265
+3,658
+5% +$108K ﹤0.01% 3193
2017
Q1 		$1.88M Buy
66,607
+3,914
+6% +$106K ﹤0.01% 3258
2016
Q4 		$1.58M Buy
62,693
+1,770
+3% +$47.1K ﹤0.01% 3338
2016
Q3 		$1.75M Buy
60,923
+1,517
+3% +$43.5K ﹤0.01% 3075
2016
Q2 		$1.61M Sell
59,406
-846
-1% -$22.8K ﹤0.01% 3127
2016
Q1 		$1.64M Buy
60,252
+11,107
+23% +$278K ﹤0.01% 3068
2015
Q4 		$1.28M Sell
49,145
-2,659
-5% -$71.6K ﹤0.01% 3318
2015
Q3 		$1.35M Sell
51,804
-363
-0.7% -$9.93K ﹤0.01% 3290
2015
Q2 		$1.5M Buy
52,167
+5,539
+12% +$168K ﹤0.01% 3290
2015
Q1 		$1.38M Buy
46,628
+1,468
+3% +$43.2K ﹤0.01% 3293
2014
Q4 		$1.27M Sell
45,160
-6,695
-13% -$193K ﹤0.01% 3351
2014
Q3 		$1.47M Sell
51,855
-8,446
-14% -$256K ﹤0.01% 3203
2014
Q2 		$1.81M Sell
60,301
-1,649
-3% -$48.3K ﹤0.01% 3065
2014
Q1 		$1.72M Sell
61,950
-44,561
-42% -$1.2M ﹤0.01% 3096
2013
Q4 		$2.93M Buy
106,511
+16,574
+18% +$465K ﹤0.01% 2648
2013
Q3 		$2.52M Buy
89,937
+49,007
+120% +$1.36M ﹤0.01% 2724
2013
Q2 		$1.12M Buy
+40,930
New +$1.24M ﹤0.01% 3205

Other funds holding WTRE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return

Wells Fargo's WTRE Position: Q1 2026 in Review

Wells Fargo reduced its WisdomTree New Economy Real Estate Fund (WTRE) stake by 100% in Q1 2026, selling an estimated $39.1K and leaving 1 share worth $21. The position accounts for ﹤0.01% of the portfolio, ranked #6790.

Wells Fargo first reported a position in WTRE in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.83M in Q1 2018. 15 funds tracked by Wall St. Rank hold WTRE as of Q1 2026.

  • Wells Fargo held 1 share of WisdomTree New Economy Real Estate Fund worth $21 as of Q1 2026.
  • Wells Fargo sold 1,710 WisdomTree New Economy Real Estate Fund shares in Q1 2026, an estimated $39.1K.
  • WisdomTree New Economy Real Estate Fund made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6790 holding.
  • Wells Fargo first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's WisdomTree New Economy Real Estate Fund position peaked at $9.83M in Q1 2018.
  • 15 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.