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Ground Swell Capital’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Ground Swell Capital’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
2014
Q3 		$67K Buy
2,368
+817
+53% +$24.8K 0.13% 156
2014
Q2 		$47K Buy
+1,551
New +$45.4K 0.09% 161

Other funds holding WTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ground Swell Capital's WTRE Position: Q3 2014 in Review

Ground Swell Capital increased its WisdomTree New Economy Real Estate Fund (WTRE) stake by 53% in Q3 2014, buying an estimated $24.8K and bringing the position to 2,368 shares worth $67K. The position accounts for 0.13% of the portfolio, ranked #156.

Ground Swell Capital first reported a position in WTRE in Q2 2014 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold WTRE as of Q3 2014.

  • Ground Swell Capital held 2,368 shares of WisdomTree New Economy Real Estate Fund worth $67K as of Q3 2014.
  • Ground Swell Capital bought 817 WisdomTree New Economy Real Estate Fund shares in Q3 2014, an estimated $24.8K.
  • WisdomTree New Economy Real Estate Fund made up 0.13% of Ground Swell Capital's portfolio in Q3 2014, its #156 holding.
  • Ground Swell Capital first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2014 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.