CF
WTRE icon

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

Centaurus Financial’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
-3
Closed – – 2051
2018
Q2 		$0 Buy
+3
New +$96 ﹤0.01% 2410

Other funds holding WTRE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Centaurus Financial's WTRE Position: Q3 2018 in Review

Centaurus Financial sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2018, closing a stake of 3 shares.

Centaurus Financial first reported a position in WTRE in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 37 funds tracked by Wall St. Rank hold WTRE as of Q3 2018.

  • Centaurus Financial reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 3 WisdomTree New Economy Real Estate Fund shares in Q3 2018.
  • Centaurus Financial first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's WisdomTree New Economy Real Estate Fund position peaked at $0 in Q2 2018.
  • 37 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.