Bank of New York Mellon’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Bank of New York Mellon’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 Q4	–	Sell	-6,992	Closed	-$202K	–	4315
2016 Q3	$202K	Buy	+6,992	New	+$200K	﹤0.01%	3895
2016 Q1	–	Sell	-8,322	Closed	-$217K	–	4309
2015 Q4	$217K	Buy	+8,322	New	+$224K	﹤0.01%	3843
2013 Q3	–	Sell	-11,070	Closed	-$302K	–	4212
2013 Q2	$302K	Buy	+11,070	New	+$337K	﹤0.01%	3667

Other funds holding WTRE

JCM

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

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

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

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

SAM

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

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

GLRA

Gerald L. Ray & Associates Dallas, Texas $802M AUM 21.01% 1-Year Est. Return

Bank of New York Mellon's WTRE Position: Q4 2016 in Review

Bank of New York Mellon sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2016, closing a stake of 6,992 shares — an estimated $202K sold.

Bank of New York Mellon first reported a position in WTRE in Q2 2013 and held it in 3 quarters. The position peaked at $302K in Q2 2013. 34 funds tracked by Wall St. Rank hold WTRE as of Q4 2016.

Bank of New York Mellon reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2016 after selling out during the quarter.
Bank of New York Mellon sold 6,992 WisdomTree New Economy Real Estate Fund shares in Q4 2016, an estimated $202K.
Bank of New York Mellon first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and held it in 3 quarters.
Bank of New York Mellon's WisdomTree New Economy Real Estate Fund position peaked at $302K in Q2 2013.
34 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2016.

Based on Bank of New York Mellon's 13F filing for Q4 2016, filed 13 Feb 2017.