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

Canada Life’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
2013
Q4 		– Sell
-500
Closed -$13K – 2294
2013
Q3 		$13K Buy
+500
New +$13.8K ﹤0.01% 1096

Other funds holding WTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 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

Canada Life's WTRE Position: Q4 2013 in Review

Canada Life sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2013, closing a stake of 500 shares — an estimated $13K sold.

Canada Life first reported a position in WTRE in Q3 2013 and held it in 1 quarter. The position peaked at $13K in Q3 2013. 30 funds tracked by Wall St. Rank hold WTRE as of Q4 2013.

  • Canada Life reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2013 after selling out during the quarter.
  • Canada Life sold 500 WisdomTree New Economy Real Estate Fund shares in Q4 2013, an estimated $13K.
  • Canada Life first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2013 and held it in 1 quarter.
  • Canada Life's WisdomTree New Economy Real Estate Fund position peaked at $13K in Q3 2013.
  • 30 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2013.

Based on Canada Life's 13F filing for Q4 2013, filed 31 Jan 2014.