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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 |
SPIA
26
Steward Partners Investment Advisory
New York
| $66K | +$22.2K | +890 | +49% |
|
| 27 |
PP
27
Pacifica Partners
Surrey,
Canada
| $23K | +$23.1K | +927 | New |
|
| 28 |
CFGS
28
Concourse Financial Group Securities
Birmingham,
Alabama
| $5K | -$33.2K | -1,331 | -87% |
|
| 29 |
JFGIW
29
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $3K | -$2.97K | -119 | -50% |
|
| 30 |
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
| 31 |
FCB
31
First Command Bank
Fort Worth,
Texas
| $1K | – | – | – |
|
| 32 |
FCFS
32
First Command Financial Services
Fort Worth,
Texas
| $1K | – | – | – |
|
| 33 |
CTC
33
Central Trust Company
Jefferson City,
Missouri
| $1K | +$1.37K | +55 | New |
|
| 34 |
34
Citadel Advisors
Miami,
Florida
| – | -$865K | -34,701 | Closed |
|
| 35 |
SPFA
35
Summit Place Financial Advisors
Summit,
New Jersey
| – | -$282K | -11,300 | Closed |
|
| 36 |
AC
36
AlphaCore Capital
La Jolla,
California
| – | -$70K | -2,796 | Closed |
|
| 37 |
HI
37
Harbour Investments
Madison,
Wisconsin
| – | -$2K | -66 | Closed |
|