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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 |
SF
26
Synovus Financial
Columbus,
Georgia
| $17K | – | – | – |
|
| 27 |
ST
27
Sageworth Trust
Lancaster,
Pennsylvania
| $14K | +$13.7K | +507 | New |
|
| 28 |
PB
28
Pinnacle Bancorp
Beatrice,
Nebraska
| $14K | +$13.8K | +510 | New |
|
| 29 |
GRP
29
Global Retirement Partners
San Rafael,
California
| $13K | – | – | – |
|
| 30 |
AOWM
30
Alpha Omega Wealth Management
Richmond,
Virginia
| $11K | – | – | – |
|
| 31 |
WTB
31
Washington Trust Bank
Spokane,
Washington
| $7K | +$6.75K | +250 | New |
|
| 32 |
32
US Bancorp
Minneapolis,
Minnesota
| $6K | – | – | – |
|
| 33 |
TRCT
33
Tower Research Capital (TRC)
New York
| $3K | +$2.7K | +100 | New |
|
| 34 |
GWM
34
Geneos Wealth Management
Englewood,
Colorado
| $2K | -$622K | -23,054 | -100% |
|
| 35 |
FCB
35
First Command Bank
Fort Worth,
Texas
| $1K | – | – | – |
|
| 36 |
FCFS
36
First Command Financial Services
Fort Worth,
Texas
| $1K | – | – | – |
|
| 37 |
37
Citadel Advisors
Miami,
Florida
| – | -$1.02M | -40,327 | Closed |
|
| 38 |
38
JP Morgan Chase
New York
| – | -$16K | -614 | Closed |
|
| 39 |
NFG
39
Next Financial Group
Houston,
Texas
| – | -$13K | -525 | Closed |
|