BOLTON SECURITIES CORPORATION’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

BOLTON SECURITIES CORPORATION’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	$9.6K	Buy	+445	New	+$10.2K	﹤0.01%	1624
2025 Q3	$8.44K	Buy	+379	New	+$7.69K	﹤0.01%	1587
2025 Q1	$11.2K	Buy	+644	New	+$11.3K	﹤0.01%	1410

Other funds holding WTRE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

JTC Employer Solutions Trustee St Helier, Jersey $1.16B AUM 24.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Murphy & Mullick Capital Management Smithtown, New York $163M AUM 30.5% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's WTRE Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2026: 445 shares worth $9.6K. The stake represents ﹤0.01% of the portfolio and ranks #1624 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in WTRE as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in WTRE in Q1 2025 and has held it in 3 quarters since. The position peaked at $11.2K in Q1 2025. 17 funds tracked by Wall St. Rank hold WTRE as of Q1 2026.

BOLTON SECURITIES CORPORATION held 445 shares of WisdomTree New Economy Real Estate Fund worth $9.6K as of Q1 2026.
WisdomTree New Economy Real Estate Fund was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
WisdomTree New Economy Real Estate Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1624 holding.
BOLTON SECURITIES CORPORATION first reported a position in WisdomTree New Economy Real Estate Fund in Q1 2025 and has held it in 3 quarters since.
BOLTON SECURITIES CORPORATION's WisdomTree New Economy Real Estate Fund position peaked at $11.2K in Q1 2025.
17 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.