Wipfli Financial Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Wipfli Financial 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 Q3	$55K	Buy	+3,037	New	+$56.2K	﹤0.01%	1035

Other funds holding WTRE

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EWM

Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wipfli Financial Advisors's WTRE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2022: 3,037 shares worth $55K. The stake represents ﹤0.01% of the portfolio and ranks #1035 among its holdings.

25 funds tracked by Wall St. Rank hold WTRE as of Q3 2022.

Wipfli Financial Advisors held 3,037 shares of WisdomTree New Economy Real Estate Fund worth $55K as of Q3 2022.
WisdomTree New Economy Real Estate Fund was a new Wipfli Financial Advisors position in Q3 2022.
WisdomTree New Economy Real Estate Fund made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1035 holding.
25 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.