Beacon Pointe Advisors, LLC
Position in WTRE — WisdomTree New Economy Real Estate Fund
CIK 1744317
NEWPORT BEACH, CA
All Filings in WTRE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 WTRE | $347,379 | 20,045 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 WTRE | $399,095 | 20,045 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 WTRE | $366,841 | 20,046 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 WTRE | $323,720 | 20,606 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 WTRE | $353,800 | 21,047 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 WTRE | $358,219 | 21,047 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 WTRE | $345,381 | 21,047 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 WTRE | $392,231 | 21,375 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 WTRE | $494,617 | 21,375 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||