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Compass Efficient Model Portfolios’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Compass Efficient Model Portfolios’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
2013
Q4 		$9K Sell
340
-69
-17% -$1.94K 0.34% 69
2013
Q3 		$11K Sell
409
-297
-42% -$8.21K 0.08% 49
2013
Q2 		$19K Buy
+706
New +$21.5K 0.01% 39

Other funds holding WTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Compass Efficient Model Portfolios's WTRE Position: Q4 2013 in Review

Compass Efficient Model Portfolios reduced its WisdomTree New Economy Real Estate Fund (WTRE) stake by 17% in Q4 2013, selling an estimated $1.94K and leaving 340 shares worth $9K. The position accounts for 0.34% of the portfolio, ranked #69.

Compass Efficient Model Portfolios first reported a position in WTRE in Q2 2013 and has held it in 3 quarters since. The position peaked at $19K in Q2 2013. 30 funds tracked by Wall St. Rank hold WTRE as of Q4 2013.

  • Compass Efficient Model Portfolios held 340 shares of WisdomTree New Economy Real Estate Fund worth $9K as of Q4 2013.
  • Compass Efficient Model Portfolios sold 69 WisdomTree New Economy Real Estate Fund shares in Q4 2013, an estimated $1.94K.
  • WisdomTree New Economy Real Estate Fund made up 0.34% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #69 holding.
  • Compass Efficient Model Portfolios first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and has held it in 3 quarters since.
  • Compass Efficient Model Portfolios's WisdomTree New Economy Real Estate Fund position peaked at $19K in Q2 2013.
  • 30 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.