WTRE — WISDOMTREE TRUST INTL REAL ESTATE SECTOR

Ownership history in Advisory Services Network, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in WISDOMTREE TRUST INTL REAL ESTATE SECTOR (WTRE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2015 Q4)
Avg. % of fund
0.01%
First filed
2015 Q3
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 51 -1,027 -95.3% 0.00% $1K $21.96
2015 Q4 ADDED 1,078 +298 +38.2% 0.01% $28K $17.15
2015 Q3 INITIATED 780 — — 0.01% $20K $16.64
% of Fund (quarterly)    WTRE price (monthly, adj. close)

Other funds also holding WTRE

As of 2025 Q4 — sorted by position size

FLOW TRADERS U.S. LLC 3Y 7Y 0.02% Virtu Financial LLC 3Y 7Y 0.01% AE Wealth Management LLC 3Y 7Y 0.0% Glen Eagle Advisors, LLC 0.0% Farther Finance Advisors, LLC 0.0% LPL Financial LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% Geneos Wealth Management Inc. 3Y 0.0% BANK OF AMERICA CORP /DE/ 3Y 7Y 0.0% CWM, LLC 3Y 7Y 0.0%
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