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

Ceros Financial Services’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	$103K	Buy	+3,222	New	+$98.1K	0.03%	126

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

Ceros Financial Services's WTRE Position: Q1 2019 in Review

Ceros Financial Services opened a new position in WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2019: 3,222 shares worth $103K. The stake represents 0.03% of the portfolio and ranks #126 among its holdings.

41 funds tracked by Wall St. Rank hold WTRE as of Q1 2019.

Ceros Financial Services held 3,222 shares of WisdomTree New Economy Real Estate Fund worth $103K as of Q1 2019.
WisdomTree New Economy Real Estate Fund was a new Ceros Financial Services position in Q1 2019.
WisdomTree New Economy Real Estate Fund made up 0.03% of Ceros Financial Services's portfolio in Q1 2019, its #126 holding.
41 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2019.

Based on Ceros Financial Services's 13F filing for Q1 2019, filed 3 May 2019.