Invesco
WTRE icon

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

Invesco’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
2013
Q4 		– Sell
-60
Closed -$2K – 4380
2013
Q3 		$2K Hold
60
– – ﹤0.01% 4293
2013
Q2 		$2K Buy
+60
New +$1.82K ﹤0.01% 4275

Other funds holding WTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco's WTRE Position: Q4 2013 in Review

Invesco sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2013, closing a stake of 60 shares — an estimated $2K sold.

Invesco first reported a position in WTRE in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 30 funds tracked by Wall St. Rank hold WTRE as of Q4 2013.

  • Invesco reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2013 after selling out during the quarter.
  • Invesco sold 60 WisdomTree New Economy Real Estate Fund shares in Q4 2013, an estimated $2K.
  • Invesco first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and held it in 2 quarters.
  • Invesco's WisdomTree New Economy Real Estate Fund position peaked at $2K in Q3 2013.
  • 30 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2013.

Based on Invesco's 13F filing for Q4 2013, filed 13 Feb 2014.