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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 |
PA
26
Parallel Advisors
San Francisco,
California
| $4K | +$4.73K | +232 | New |
|
| 27 |
FCB
27
First Command Bank
Fort Worth,
Texas
| $1K | – | – | – |
|
| 28 |
FCFS
28
First Command Financial Services
Fort Worth,
Texas
| $1K | – | – | – |
|
| 29 |
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $1K | – | – | – |
|
| 30 |
PFGIA
30
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $1K | +$1.04K | +51 | New |
|
| 31 |
PA
31
PSI Advisors
Tampa,
Florida
| $1K | +$1.2K | +59 | New |
|
| 32 |
32
Citadel Advisors
Miami,
Florida
| – | -$1.8M | -77,653 | Closed |
|
| 33 |
NCG
33
Newport Capital Group
Red Bank,
New Jersey
| – | -$303K | -13,082 | Closed |
|
| 34 |
OCM
34
One Capital Management
Westlake Village,
California
| – | -$215K | -9,330 | Closed |
|
| 35 |
35
Stifel Financial
St. Louis,
Missouri
| – | -$210K | -9,056 | Closed |
|
| 36 |
PP
36
Pacifica Partners
Surrey,
Canada
| – | -$21K | -927 | Closed |
|
| 37 |
CWM
37
Curi Wealth Management
Raleigh,
North Carolina
| – | -$9K | -417 | Closed |
|