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Crosspoint Capital Strategies’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Crosspoint Capital Strategies’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
Q1 		– Sell
-50
Closed -$1K – 831
2015
Q4 		$1K Buy
+50
New +$1.35K ﹤0.01% 966

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FT
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VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Cambridge Investment Research Advisors
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Wells Fargo
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FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
SAM
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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
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Crosspoint Capital Strategies's WTRE Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2016, closing a stake of 50 shares — an estimated $1K sold.

Crosspoint Capital Strategies first reported a position in WTRE in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 31 funds tracked by Wall St. Rank hold WTRE as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 50 WisdomTree New Economy Real Estate Fund shares in Q1 2016, an estimated $1K.
  • Crosspoint Capital Strategies first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's WisdomTree New Economy Real Estate Fund position peaked at $1K in Q4 2015.
  • 31 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.