Ameriprise’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Ameriprise’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	-2,403	Closed	-$68K	–	4439
2014 Q3	$68K	Buy	2,403 +2	+0.1%	+$61	﹤0.01%	3854
2014 Q2	$72K	Sell	2,401 -554	-19%	-$16.2K	﹤0.01%	3739
2014 Q1	$82K	Buy	2,955 +490	+20%	+$13.2K	﹤0.01%	3585
2013 Q4	$68K	Buy	2,465 +68	+3%	+$1.91K	﹤0.01%	3543
2013 Q3	$67K	Sell	2,397 -126	-5%	-$3.48K	﹤0.01%	3665
2013 Q2	$69K	Buy	+2,523	New	+$76.7K	﹤0.01%	3545

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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 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

Ameriprise's WTRE Position: Q4 2014 in Review

Ameriprise sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2014, closing a stake of 2,403 shares — an estimated $68K sold.

Ameriprise first reported a position in WTRE in Q2 2013 and held it in 6 quarters. The position peaked at $82K in Q1 2014. 36 funds tracked by Wall St. Rank hold WTRE as of Q4 2014.

Ameriprise reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2014 after selling out during the quarter.
Ameriprise sold 2,403 WisdomTree New Economy Real Estate Fund shares in Q4 2014, an estimated $68K.
Ameriprise first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and held it in 6 quarters.
Ameriprise's WisdomTree New Economy Real Estate Fund position peaked at $82K in Q1 2014.
36 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.