Beacon Pointe Advisors »

WisdomTree Int Real Estate Fund shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of WisdomTree Int Real Estate Fund (WTRE) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in WisdomTree Int Real Estate Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Int Real Estate Fund held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Int Real Estate Fund by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $370k 20k 18.45
2023-09-30 $379k 21k 18.37
2023-06-30 $387k 21k 18.37
2023-03-31 $387k 21k 18.38
2022-12-31 $386k 21k 18.35
2022-06-30 $394k 21k 18.43
2022-03-31 $495k 21k 23.16

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
Lennox International (LII)
Microsoft Corporation Put Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Amazon Call Option (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Beacon Pointe Advisors

Top funds holding WisdomTree Int Real Estate Fund

Jane Street
AE Wealth Management
Citadel Advisors
Beacon Pointe Advisors
Wells Fargo & Company
Bank Of Montreal
Bank of America Corporation
Advisor Group Holdings
JTC Employer Solutions Trustee
UBS Group
Steward Partners Investment Advisory
Cape Investment Advisory
Geneos Wealth Management
Hollencrest Securities
First Command Advisory Services

View all funds holding WisdomTree Int Real Estate Fund