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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 |
FHA
26
Flagship Harbor Advisors
Boston,
Massachusetts
| $8K | +$9.28K | +290 | New |
|
| 27 |
27
Bank of Montreal
Toronto,
Ontario, Canada
| $6K | -$610K | -19,051 | -99% |
|
| 28 |
28
US Bancorp
Minneapolis,
Minnesota
| $6K | – | – | – |
|
| 29 |
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $3K | – | – | – |
|
| 30 |
CFA
30
Carroll Financial Associates
Charlotte,
North Carolina
| $1K | -$22.1K | -690 | -95% |
|
| 31 |
FCB
31
First Command Bank
Fort Worth,
Texas
| $1K | – | – | – |
|
| 32 |
FCFS
32
First Command Financial Services
Fort Worth,
Texas
| $1K | – | – | – |
|
| 33 |
33
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $1K | +$896 | +28 | New |
|
| 34 |
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.18M | -67,845 | Closed |
|
| 35 |
RJFSA
35
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$209K | -6,503 | Closed |
|
| 36 |
36
SEI Investments
Oaks,
Pennsylvania
| – | -$28K | -884 | Closed |
|
| 37 |
SWP
37
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$15K | -470 | Closed |
|
| 38 |
CF
38
Centaurus Financial
Anaheim,
California
| – | +$96 | +3 | New |
|