BRWA
WTRE icon

B. Riley Wealth Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-1,000
Closed -$28 – 1997
2014
Q4 		$28 Buy
+1,000
New +$28.8K ﹤0.01% 2402
2014
Q3 		– Sell
-1,060
Closed -$31.9K – 1904
2014
Q2 		$31.9K Buy
+1,060
New +$31K 0.01% 1234

Other funds holding WTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

B. Riley Wealth Advisors's WTRE Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2015, closing a stake of 1,000 shares — an estimated $28 sold.

B. Riley Wealth Advisors first reported a position in WTRE in Q2 2014 and held it in 2 quarters. The position peaked at $31.9K in Q2 2014. 34 funds tracked by Wall St. Rank hold WTRE as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,000 WisdomTree New Economy Real Estate Fund shares in Q1 2015, an estimated $28.
  • B. Riley Wealth Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's WisdomTree New Economy Real Estate Fund position peaked at $31.9K in Q2 2014.
  • 34 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.