AE Wealth Management LLC

Position in WTRE — WisdomTree New Economy Real Estate Fund

CIK 1697723 TOPEKA, KS

All Filings in WTRE

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 WTRE	$297,909	13,754	-6.3%	Shares	Other	2026-05-13
2025-12-31 WTRE	$312,492	14,678	-5.9%	Shares	Other	2026-01-26
2025-09-30 WTRE	$347,209	15,598	-29.6%	Shares	Other	2025-11-03
2025-06-30 WTRE	$431,394	22,157	-5.2%	Shares	Other	2025-08-06
2025-03-31 WTRE	$405,156	23,379	-7.1%	Shares	Other	2025-05-06
2024-12-31 WTRE	$433,939	25,156	+0.9%	Shares	Other	2025-02-13
2024-09-30 WTRE	$496,214	24,923	+0.7%	Shares	Other	2024-11-14
2024-06-30 WTRE	$430,737	24,741	-5.0%	Shares	Other	2024-08-12
2024-03-31 WTRE	$471,583	26,040	+0.0%	Shares	Other	2024-05-15
2023-12-31 WTRE	$476,477	26,037	-9.1%	Shares	Sole	2024-02-14
2023-09-30 WTRE	$449,934	28,640	+5.6%	Shares	Sole	2023-10-11
2023-06-30 WTRE	$455,819	27,116	-5.2%	Shares	Sole	2023-07-10
2023-03-31 WTRE	$486,601	28,590	-9.9%	Shares	Sole	2023-04-14
2022-12-31 WTRE	$520,771	31,735	-61.0%	Shares	Sole	2023-01-31
2022-09-30 WTRE	$1,270,810	81,410	+89.4%	Shares	Sole	2022-10-25
2022-06-30 WTRE	$788,609	42,976	+5.7%	Shares	Sole	2022-08-03
2022-03-31 WTRE	$941,126	40,671	+6.9%	Shares	Sole	2022-04-18
2021-12-31 WTRE	$927,147	38,029	+43.3%	Shares	Sole	2022-01-20
2021-09-30 WTRE	$661,757	26,534	+34.5%	Shares	Sole	2021-11-01
2021-06-30 WTRE	$523,121	19,733	+34.8%	Shares	Sole	2021-07-21
2021-03-31 WTRE	$388,519	14,639	+5.5%	Shares	Sole	2021-04-27
2020-12-31 WTRE	$355,765	13,870	+4.0%	Shares	Sole	2021-02-01
2020-09-30 WTRE	$324,210	13,342	-27.5%	Shares	Sole	2020-11-06
2020-06-30 WTRE	$438,887	18,402	+15.3%	Shares	Sole	2020-08-05
2020-03-31 WTRE	$352,028	15,965	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.