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WisdomTree New Economy Real Estate Fund
WTRE
WTRE
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
26
Capital Advisors Ltd
Shaker Heights,
Ohio
| $52K | – | – | – |
|
|
JWA
27
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $35K | +$37.6K | +1,240 | New |
|
28
Envestnet Asset Management
Chicago,
Illinois
| $34K | -$125K | -4,116 | -77% |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $29K | +$31.1K | +1,025 | New |
|
|
PSC
30
Prentiss Smith & Co
Brattleboro,
Vermont
| $28K | – | – | – |
|
|
AP
31
Advisors Preferred
Rockville,
Maryland
| $22.3K | -$159K | -5,248 | -87% |
|
|
MFS
32
MSI Financial Services
Springfield,
Massachusetts
| $18K | – | – | – |
|
33
US Bancorp
Minneapolis,
Minnesota
| $6K | – | – | – |
|
|
LNB
34
Ledyard National Bank
| $4K | +$3.79K | +125 | New |
|
|
CS
35
Credit Suisse
Zurich,
Switzerland
| – | -$211K | -7,000 | Closed |
|
|
LS
36
Lattice Strategies
Wayne,
Pennsylvania
| – | -$202K | -6,700 | Closed |
|
|
BRWA
37
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$31.9K | -1,060 | Closed |
|