Capital Advisors Ltd’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Capital Advisors Ltd’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
2019 Q1	–	Sell	-2,653	Closed	-$74K	–	453
2018 Q4	$74K	Hold	2,653	–	–	0.02%	238
2018 Q3	$78K	Hold	2,653	–	–	0.02%	255
2018 Q2	$80K	Hold	2,653	–	–	0.03%	194
2018 Q1	$85K	Buy	2,653 +783	+42%	+$25.6K	0.03%	187
2017 Q4	$61K	Hold	1,870	–	–	0.02%	208
2017 Q3	$59K	Hold	1,870	–	–	0.02%	206
2017 Q2	$55K	Hold	1,870	–	–	0.02%	209
2017 Q1	$53K	Hold	1,870	–	–	0.02%	195
2016 Q4	$47K	Hold	1,870	–	–	0.02%	196
2016 Q3	$54K	Hold	1,870	–	–	0.02%	184
2016 Q2	$51K	Hold	1,870	–	–	0.02%	179
2016 Q1	$51K	Hold	1,870	–	–	0.03%	178
2015 Q4	$49K	Hold	1,870	–	–	0.03%	180
2015 Q3	$49K	Hold	1,870	–	–	0.03%	172
2015 Q2	$54K	Hold	1,870	–	–	0.03%	177
2015 Q1	$55K	Hold	1,870	–	–	0.03%	172
2014 Q4	$53K	Hold	1,870	–	–	0.03%	167
2014 Q3	$52K	Hold	1,870	–	–	0.03%	172
2014 Q2	$56K	Hold	1,870	–	–	0.03%	173
2014 Q1	$52K	Hold	1,870	–	–	0.03%	176
2013 Q4	$51K	Buy	+1,870	New	+$52.5K	0.03%	147

Other funds holding WTRE

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

WIA

Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

SAM

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

Capital Advisors Ltd's WTRE Position: Q1 2019 in Review

Capital Advisors Ltd sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2019, closing a stake of 2,653 shares — an estimated $74K sold.

Capital Advisors Ltd first reported a position in WTRE in Q4 2013 and held it in 21 quarters. The position peaked at $85K in Q1 2018. 41 funds tracked by Wall St. Rank hold WTRE as of Q1 2019.

Capital Advisors Ltd reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2019 after selling out during the quarter.
Capital Advisors Ltd sold 2,653 WisdomTree New Economy Real Estate Fund shares in Q1 2019, an estimated $74K.
Capital Advisors Ltd first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2013 and held it in 21 quarters.
Capital Advisors Ltd's WisdomTree New Economy Real Estate Fund position peaked at $85K in Q1 2018.
41 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2019.

Based on Capital Advisors Ltd's 13F filing for Q1 2019, filed 1 May 2019.