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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 |
CFGS
26
Concourse Financial Group Securities
Birmingham,
Alabama
| $42K | – | – | – |
|
| 27 |
FGAM
27
Financial Gravity Asset Management
Lakeway,
Texas
| $27K | +$191 | +7 | New |
|
| 28 |
GRP
28
Global Retirement Partners
San Rafael,
California
| $9K | – | – | – |
|
| 29 |
CAL
29
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $8K | – | – | – |
|
| 30 |
JFGIW
30
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $6K | +$6.48K | +238 | New |
|
| 31 |
GWM
31
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
| 32 |
HI
32
Harbour Investments
Madison,
Wisconsin
| $2K | – | – | – |
|
| 33 |
FCB
33
First Command Bank
Fort Worth,
Texas
| $1K | – | – | – |
|
| 34 |
FCFS
34
First Command Financial Services
Fort Worth,
Texas
| $1K | – | – | – |
|
| 35 |
WIA
35
Wealthstreet Investment Advisors
Dallas,
Texas
| – | -$768K | -28,937 | Closed |
|
| 36 |
S
36
SimplyRich
Carlsbad,
California
| – | -$419K | -15,783 | Closed |
|
| 37 |
CA
37
Continuum Advisory
Eagle,
Idaho
| – | -$211K | -7,724 | Closed |
|
| 38 |
AIC
38
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$5.76K | -217 | Closed |
|