Commonwealth Equity Services’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Commonwealth Equity 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
2015 Q4	–	Sell	-9,290	Closed	-$241K	–	2242
2015 Q3	$241K	Sell	9,290 -1,223	-12%	-$33.5K	﹤0.01%	1703
2015 Q2	$302K	Sell	10,513 -843	-7%	-$25.6K	﹤0.01%	1633
2015 Q1	$337K	Buy	11,356 +3,624	+47%	+$107K	﹤0.01%	1561
2014 Q4	$218K	Buy	+7,732	New	+$222K	﹤0.01%	1792

Other funds holding WTRE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

SAM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services's WTRE Position: Q4 2015 in Review

Commonwealth Equity Services sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2015, closing a stake of 9,290 shares — an estimated $241K sold.

Commonwealth Equity Services first reported a position in WTRE in Q4 2014 and held it in 4 quarters. The position peaked at $337K in Q1 2015. 35 funds tracked by Wall St. Rank hold WTRE as of Q4 2015.

Commonwealth Equity Services reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2015 after selling out during the quarter.
Commonwealth Equity Services sold 9,290 WisdomTree New Economy Real Estate Fund shares in Q4 2015, an estimated $241K.
Commonwealth Equity Services first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2014 and held it in 4 quarters.
Commonwealth Equity Services's WisdomTree New Economy Real Estate Fund position peaked at $337K in Q1 2015.
35 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2015.

Based on Commonwealth Equity Services's 13F filing for Q4 2015, filed 19 Jan 2016.