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

Citigroup’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
2016
Q3 		– Sell
-10
Closed – – 7227
2016
Q2 		$0 Buy
+10
New +$270 ﹤0.01% 7478
2013
Q3 		– Sell
-7,068
Closed -$193K – 7017
2013
Q2 		$193K Buy
+7,068
New +$215K ﹤0.01% 4302

Other funds holding WTRE

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
GLRA
Gerald L. Ray & Associates Dallas, Texas $802M AUM 21.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Citigroup's WTRE Position: Q3 2016 in Review

Citigroup sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2016, closing a stake of 10 shares.

Citigroup first reported a position in WTRE in Q2 2013 and held it in 2 quarters. The position peaked at $193K in Q2 2013. 34 funds tracked by Wall St. Rank hold WTRE as of Q3 2016.

  • Citigroup reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2016 after selling out during the quarter.
  • Citigroup sold 10 WisdomTree New Economy Real Estate Fund shares in Q3 2016.
  • Citigroup first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and held it in 2 quarters.
  • Citigroup's WisdomTree New Economy Real Estate Fund position peaked at $193K in Q2 2013.
  • 34 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2016.

Based on Citigroup's 13F filing for Q3 2016, filed 10 Nov 2016.