Detwiler Fenton Investment Management’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Detwiler Fenton Investment 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
2015 Q2	$265K	Sell	9,204 -43,019	-82%	-$1.31M	0.85%	50
2015 Q1	$1.55M	Sell	52,223 -3,715	-7%	-$109K	1.63%	18
2014 Q4	$1.57M	Sell	55,938 -1,474	-3%	-$42.4K	1.78%	19
2014 Q3	$1.63M	Buy	57,412 +1,486	+3%	+$45.1K	1.55%	25
2014 Q2	$1.68M	Sell	55,926 -3,709	-6%	-$109K	1.36%	28
2014 Q1	$1.65M	Buy	59,635 +1,626	+3%	+$43.9K	1.42%	30
2013 Q4	$1.6M	Sell	58,009 -3,604	-6%	-$101K	1.43%	26
2013 Q3	$1.73M	Buy	61,613 +17,214	+39%	+$476K	1.53%	30
2013 Q2	$1.21M	Buy	+44,399	New	+$1.35M	1.23%	30

Other funds holding WTRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Detwiler Fenton Investment Management's WTRE Position: Q2 2015 in Review

Detwiler Fenton Investment Management reduced its WisdomTree New Economy Real Estate Fund (WTRE) stake by 82% in Q2 2015, selling an estimated $1.31M and leaving 9,204 shares worth $265K. The position accounts for 0.85% of the portfolio, ranked #50.

Detwiler Fenton Investment Management first reported a position in WTRE in Q2 2013 and has held it in 9 quarters since. The position peaked at $1.73M in Q3 2013. 32 funds tracked by Wall St. Rank hold WTRE as of Q2 2015.

Detwiler Fenton Investment Management held 9,204 shares of WisdomTree New Economy Real Estate Fund worth $265K as of Q2 2015.
Detwiler Fenton Investment Management sold 43,019 WisdomTree New Economy Real Estate Fund shares in Q2 2015, an estimated $1.31M.
WisdomTree New Economy Real Estate Fund made up 0.85% of Detwiler Fenton Investment Management's portfolio in Q2 2015, its #50 holding.
Detwiler Fenton Investment Management first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and has held it in 9 quarters since.
Detwiler Fenton Investment Management's WisdomTree New Economy Real Estate Fund position peaked at $1.73M in Q3 2013.
32 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2015.

Based on Detwiler Fenton Investment Management's 13F filing for Q2 2015, filed 29 Jul 2015.