American International Group’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

American International Group’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
2016 Q2	–	Sell	-2,589	Closed	-$71K	–	4485
2016 Q1	$71K	Sell	2,589 -34	-1%	-$849	﹤0.01%	3663
2015 Q4	$69K	Buy	2,623 +34	+1%	+$916	﹤0.01%	3732
2015 Q3	$67K	Hold	2,589	–	–	﹤0.01%	3770
2015 Q2	$74.5K	Hold	2,589	–	–	﹤0.01%	3864
2015 Q1	$76.7K	Buy	2,589 +350	+16%	+$10.3K	﹤0.01%	3748
2014 Q4	$63K	Sell	2,239 -520	-19%	-$15K	﹤0.01%	3864
2014 Q3	$78.1K	Hold	2,759	–	–	﹤0.01%	3737
2014 Q2	$83K	Hold	2,759	–	–	﹤0.01%	3714
2014 Q1	$76.4K	Sell	2,759 -530	-16%	-$14.3K	﹤0.01%	3618
2013 Q4	$90.5K	Sell	3,289 -705	-18%	-$19.8K	﹤0.01%	3408
2013 Q3	$112K	Buy	3,994 +200	+5%	+$5.53K	﹤0.01%	3230
2013 Q2	$103K	Buy	+3,794	New	+$115K	﹤0.01%	3130

Other funds holding WTRE

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

American International Group's WTRE Position: Q2 2016 in Review

American International Group sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q2 2016, closing a stake of 2,589 shares — an estimated $71K sold.

American International Group first reported a position in WTRE in Q2 2013 and held it in 12 quarters. The position peaked at $112K in Q3 2013. 33 funds tracked by Wall St. Rank hold WTRE as of Q2 2016.

American International Group reported no remaining WisdomTree New Economy Real Estate Fund position as of Q2 2016 after selling out during the quarter.
American International Group sold 2,589 WisdomTree New Economy Real Estate Fund shares in Q2 2016, an estimated $71K.
American International Group first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and held it in 12 quarters.
American International Group's WisdomTree New Economy Real Estate Fund position peaked at $112K in Q3 2013.
33 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2016.

Based on American International Group's 13F filing for Q2 2016, filed 11 Aug 2016.