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Fiduciary Trust’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Fiduciary Trust’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
2018
Q4 		– Sell
-33,315
Closed -$980K – 472
2018
Q3 		$980K Sell
33,315
-3,550
-10% -$107K 0.03% 256
2018
Q2 		$1.12M Sell
36,865
-2,898
-7% -$92.7K 0.03% 236
2018
Q1 		$1.28M Sell
39,763
-4,999
-11% -$163K 0.04% 229
2017
Q4 		$1.46M Sell
44,762
-2,273
-5% -$72.9K 0.04% 221
2017
Q3 		$1.49M Sell
47,035
-6,320
-12% -$195K 0.05% 209
2017
Q2 		$1.57M Sell
53,355
-32,014
-38% -$946K 0.05% 211
2017
Q1 		$2.41M Sell
85,369
-23,813
-22% -$643K 0.07% 176
2016
Q4 		$2.76M Sell
109,182
-11,716
-10% -$312K 0.09% 163
2016
Q3 		$3.48M Sell
120,898
-6,811
-5% -$195K 0.12% 140
2016
Q2 		$3.46M Sell
127,709
-252
-0.2% -$6.8K 0.12% 140
2016
Q1 		$3.49M Buy
127,961
+6,946
+6% +$174K 0.12% 144
2015
Q4 		$3.16M Sell
121,015
-6,349
-5% -$171K 0.13% 132
2015
Q3 		$3.31M Buy
127,364
+979
+0.8% +$26.8K 0.15% 120
2015
Q2 		$3.64M Sell
126,385
-2,612
-2% -$79.3K 0.15% 125
2015
Q1 		$3.82M Sell
128,997
-7,131
-5% -$210K 0.16% 122
2014
Q4 		$3.83M Sell
136,128
-321
-0.2% -$9.23K 0.16% 120
2014
Q3 		$3.86M Sell
136,449
-7,957
-6% -$241K 0.17% 111
2014
Q2 		$4.34M Sell
144,406
-5,696
-4% -$167K 0.19% 109
2014
Q1 		$4.16M Sell
150,102
-13,118
-8% -$354K 0.18% 109
2013
Q4 		$4.49M Sell
163,220
-8,810
-5% -$247K 0.2% 99
2013
Q3 		$4.82M Buy
172,030
+28,888
+20% +$799K 0.22% 95
2013
Q2 		$3.9M Buy
+143,142
New +$4.35M 0.18% 104

Other funds holding WTRE

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

Fiduciary Trust's WTRE Position: Q4 2018 in Review

Fiduciary Trust sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2018, closing a stake of 33,315 shares — an estimated $980K sold.

Fiduciary Trust first reported a position in WTRE in Q2 2013 and held it in 22 quarters. The position peaked at $4.82M in Q3 2013. 38 funds tracked by Wall St. Rank hold WTRE as of Q4 2018.

  • Fiduciary Trust reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2018 after selling out during the quarter.
  • Fiduciary Trust sold 33,315 WisdomTree New Economy Real Estate Fund shares in Q4 2018, an estimated $980K.
  • Fiduciary Trust first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and held it in 22 quarters.
  • Fiduciary Trust's WisdomTree New Economy Real Estate Fund position peaked at $4.82M in Q3 2013.
  • 38 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2018.

Based on Fiduciary Trust's 13F filing for Q4 2018, filed 29 Jan 2019.