CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

CAPTRUST Financial 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
2018
Q3 		– Sell
-28
Closed -$1K – 1720
2018
Q2 		$1K Buy
+28
New +$896 ﹤0.01% 1475

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CAPTRUST Financial Advisors's WTRE Position: Q3 2018 in Review

CAPTRUST Financial Advisors sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2018, closing a stake of 28 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in WTRE in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 37 funds tracked by Wall St. Rank hold WTRE as of Q3 2018.

  • CAPTRUST Financial Advisors reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2018 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 28 WisdomTree New Economy Real Estate Fund shares in Q3 2018, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2018 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's WisdomTree New Economy Real Estate Fund position peaked at $1K in Q2 2018.
  • 37 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2018.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.