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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 |
CFA
26
Carroll Financial Associates
Charlotte,
North Carolina
| $23K | -$11K | -338 | -32% |
|
| 27 |
SF
27
Synovus Financial
Columbus,
Georgia
| $21K | +$21K | +643 | New |
|
| 28 |
SWP
28
Stratos Wealth Partners
Beachwood,
Ohio
| $15K | +$15.4K | +470 | New |
|
| 29 |
AOWM
29
Alpha Omega Wealth Management
Richmond,
Virginia
| $13K | – | – | – |
|
| 30 |
GRP
30
Global Retirement Partners
San Rafael,
California
| $11K | – | – | – |
|
| 31 |
31
US Bancorp
Minneapolis,
Minnesota
| $7K | – | – | – |
|
| 32 |
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $3K | – | – | – |
|
| 33 |
FCB
33
First Command Bank
Fort Worth,
Texas
| $1.13K | – | – | – |
|
| 34 |
FCFS
34
First Command Financial Services
Fort Worth,
Texas
| $1K | – | – | – |
|
| 35 |
FIM
35
Freedom Investment Management
Hartford,
Connecticut
| – | -$1.78M | -54,621 | Closed |
|
| 36 |
APA
36
American Portfolios Advisors
Holbrook,
New York
| – | -$52.3K | -1,607 | Closed |
|
| 37 |
FGC
37
Financial Gravity Companies
Lakeway,
Texas
| – | -$14K | -398 | Closed |
|
| 38 |
KFA
38
Kabarec Financial Advisors
Palatine,
Illinois
| – | -$5K | -140 | Closed |
|