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Accuvest Global Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Accuvest Global Advisors’s Portfolio WTRE Stock Details WTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-76,405
Closed -$2.16M – 107
2014
Q3 		$2.16M Sell
76,405
-135,140
-64% -$4.1M 0.71% 31
2014
Q2 		$6.36M Buy
+211,545
New +$6.19M 1.95% 17

Other funds holding WTRE

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Accuvest Global Advisors's WTRE Position: Q4 2014 in Review

Accuvest Global Advisors sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2014, closing a stake of 76,405 shares — an estimated $2.16M sold.

Accuvest Global Advisors first reported a position in WTRE in Q2 2014 and held it in 2 quarters. The position peaked at $6.36M in Q2 2014. 36 funds tracked by Wall St. Rank hold WTRE as of Q4 2014.

  • Accuvest Global Advisors reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2014 after selling out during the quarter.
  • Accuvest Global Advisors sold 76,405 WisdomTree New Economy Real Estate Fund shares in Q4 2014, an estimated $2.16M.
  • Accuvest Global Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2014 and held it in 2 quarters.
  • Accuvest Global Advisors's WisdomTree New Economy Real Estate Fund position peaked at $6.36M in Q2 2014.
  • 36 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2014.

Based on Accuvest Global Advisors's 13F filing for Q4 2014, filed 14 Jan 2015.