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WisdomTree Int Real Estate Fund shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of WisdomTree Int Real Estate Fund (WTRE) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management 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 Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Int Real Estate Fund by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9k 102 18.30
2023-09-30 $1.6k 102 15.71
2023-06-30 $1.7k 102 16.81
2023-03-31 $1.7k 102 17.02
2022-12-31 $1.7k 102 16.41
2022-09-30 $999 102 9.80
2022-06-30 $999 102 9.80
2022-03-31 $2.0k 102 19.61
2021-12-31 $2.0k 102 19.61
2021-09-30 $2.0k 102 19.61
2021-06-30 $2.0k 102 19.61
2021-03-31 $2.0k 102 19.61
2020-12-31 $2.0k 102 19.61
2020-09-30 $2.0k 102 19.61
2020-06-30 $2.0k 102 19.61
2020-03-31 $2.0k 102 19.61
2019-12-31 $3.0k 102 29.41
2019-09-30 $2.0k 102 19.61
2019-06-30 $3.0k 102 29.41
2019-03-31 $3.0k 102 29.41
2018-12-31 $2.0k 102 19.61
2018-09-30 $2.0k 102 19.61
2018-06-30 $3.0k 102 29.41
2018-03-31 $3.0k 102 29.41
2017-12-31 $3.0k 102 29.41
2017-09-30 $3.0k 102 29.41
2017-06-30 $3.0k 102 29.41
2017-03-31 $2.0k 102 19.61
2016-12-31 $584k 23k 25.22
2016-09-30 $814k 28k 28.79
2016-06-30 $815k 30k 27.37
2016-03-31 $847k 31k 26.96

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Microsoft Corporation (MSFT)
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Vanguard Bd Index Fds Intermed Term (BIV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Geneos Wealth Management

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