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Concert Wealth Management’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Concert Wealth Management’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
Q4 		– Sell
-6,203
Closed -$179K – 933
2016
Q3 		$179K Buy
+6,203
New +$178K 0.02% 670

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Concert Wealth Management's WTRE Position: Q4 2016 in Review

Concert Wealth Management sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2016, closing a stake of 6,203 shares — an estimated $179K sold.

Concert Wealth Management first reported a position in WTRE in Q3 2016 and held it in 1 quarter. The position peaked at $179K in Q3 2016. 34 funds tracked by Wall St. Rank hold WTRE as of Q4 2016.

  • Concert Wealth Management reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 6,203 WisdomTree New Economy Real Estate Fund shares in Q4 2016, an estimated $179K.
  • Concert Wealth Management first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's WisdomTree New Economy Real Estate Fund position peaked at $179K in Q3 2016.
  • 34 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.