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WisdomTree New Economy Real Estate Fund
WTRE
WTRE
23.94
USD
+0.14
0.59%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
0.59%
5 days
2.05%
1 month
-3.43%
3 months
-9.93%
6 months
0.29%
Year to date
10.17%
1 year
19.7%
5 years
-10%
10 years
-19.34%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
CAL
26
Capital Advisors Ltd
Shaker Heights,
Ohio
| $54K | – | – | – |
|
| 27 |
JWA
27
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $36K | – | – | – |
|
| 28 |
MFS
28
MSI Financial Services
Springfield,
Massachusetts
| $16K | -$3.55K | -117 | -17% |
|
| 29 |
NFG
29
Next Financial Group
Houston,
Texas
| $14K | – | – | – |
|
| 30 |
30
US Bancorp
Minneapolis,
Minnesota
| $6K | – | – | – |
|
| 31 |
BCM
31
Brookstone Capital Management
Wheaton,
Illinois
| $5K | +$5.07K | +167 | New |
|
| 32 |
RIA
32
Regal Investment Advisors
Kentwood,
Michigan
| $1K | – | – | – |
|
| 33 |
OMC
33
Old Mission Capital
Chicago,
Illinois
| – | -$1.28M | -43,328 | Closed |
|
| 34 |
LTFS
34
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$159K | -5,349 | Closed |
|
| 35 |
AP
35
Advisors Preferred
Rockville,
Maryland
| – | -$50.5K | -1,704 | Closed |
|
| 36 |
PSC
36
Prentiss Smith & Co
Brattleboro,
Vermont
| – | -$30K | -1,000 | Closed |
|
| 37 |
LNB
37
Ledyard National Bank
| – | -$4K | -125 | Closed |
|