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Wisdomtree New Economy Real (WTRE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares1,081 from 1,081
Change0 (0%)
Value$24.1K (-$3.0K)
Filed 2026-11-02
Farther Finance Advisors, LLC
UNCHANGED
Shares598 from 598
Change0 (0%)
Value$13.3K (-$1.7K)
Filed 2026-10-08
Three Bridge Wealth Advisors, LLC
NEW
Shares150
Change+150
Value$3.3K
Filed 2026-11-05
LPL Financial LLC
N/A
Shares— from 37,416
Change-37,416 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 28,245
Change-28,245 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 18,314
Change-18,314 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 14,650
Change-14,650 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,935
Change-13,935 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 9,660
Change-9,660 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,724
Change-2,724 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 973
Change-973 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 102
Change-102 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Murphy & Mullick Capital Management Corp
UNCHANGED1,0811,08100%$27.1K$24.1K-$3.0K2026-11-02
Farther Finance Advisors, LLC
UNCHANGED59859800%$15.0K$13.3K-$1.7K2026-10-08
Three Bridge Wealth Advisors, LLC
NEW150—+150——$3.3K—2026-11-05
LPL Financial LLC
N/A—37,416-37,416-100%$937.1K———
Bank of America Corp
N/A—28,245-28,245-100%$707.4K———
Raymond James Financial Inc
N/A—18,314-18,314-100%$458.7K———
AE Wealth Management LLC
N/A—14,650-14,650-100%$366.9K———
Jane Street Group, LLC
N/A—13,935-13,935-100%$349.0K———
Virtu Financial LLC
N/A—9,660-9,660-100%$242.0K———
JTC Employer Solutions Trustee Ltd
N/A—5,800-5,800-100%$145.0K———
Morgan Stanley
N/A—2,724-2,724-100%$68.2K———
Osaic Holdings, Inc.
N/A—2,200-2,200-100%$55.1K———
BFC Planning, Inc.
N/A—973-973-100%$24.4K———
Geneos Wealth Management Inc.
N/A—102-102-100%$2.6K———
Glen Eagle Advisors, LLC
N/A—100-100-100%$2.5K———
FMR LLC
N/A—1-1-100%$25———
Wells Fargo & Company
N/A—00—$10———
Showing 17 of 17 institutions