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Janney Capital Management’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Janney Capital 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
2017
Q2 		– Sell
-151,942
Closed -$4.28M – 190
2017
Q1 		$4.28M Sell
151,942
-75,955
-33% -$2.05M 0.2% 94
2016
Q4 		$5.75M Sell
227,897
-4,934
-2% -$131K 0.26% 92
2016
Q3 		$6.7M Sell
232,831
-5,264
-2% -$151K 0.3% 88
2016
Q2 		$6.46M Sell
238,095
-5,705
-2% -$154K 0.34% 84
2016
Q1 		$6.64M Sell
243,800
-12,256
-5% -$306K 0.36% 84
2015
Q4 		$6.69M Sell
256,056
-22,623
-8% -$609K 0.29% 95
2015
Q3 		$7.24M Buy
+278,679
New +$7.63M 0.33% 95
2015
Q2 		– Sell
-285,913
Closed -$8.47M – 162
2015
Q1 		$8.47M Buy
285,913
+510
+0.2% +$15K 0.28% 118
2014
Q4 		$8.03M Buy
285,403
+16,528
+6% +$475K 0.46% 81
2014
Q3 		$7.62M Buy
268,875
+33,909
+14% +$1.03M 0.46% 79
2014
Q2 		$7.07M Buy
234,966
+17,184
+8% +$503K 0.43% 85
2014
Q1 		$6.03M Buy
217,782
+16,158
+8% +$437K 0.4% 89
2013
Q4 		$5.55M Buy
201,624
+4,436
+2% +$125K 0.41% 84
2013
Q3 		$5.52M Buy
+197,188
New +$5.45M 0.45% 80

Other funds holding WTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
GLRA
Gerald L. Ray & Associates Dallas, Texas $802M AUM 21.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Janney Capital Management's WTRE Position: Q2 2017 in Review

Janney Capital Management sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q2 2017, closing a stake of 151,942 shares — an estimated $4.28M sold.

Janney Capital Management first reported a position in WTRE in Q3 2013 and held it in 14 quarters. The position peaked at $8.47M in Q1 2015. 33 funds tracked by Wall St. Rank hold WTRE as of Q2 2017.

  • Janney Capital Management reported no remaining WisdomTree New Economy Real Estate Fund position as of Q2 2017 after selling out during the quarter.
  • Janney Capital Management sold 151,942 WisdomTree New Economy Real Estate Fund shares in Q2 2017, an estimated $4.28M.
  • Janney Capital Management first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2013 and held it in 14 quarters.
  • Janney Capital Management's WisdomTree New Economy Real Estate Fund position peaked at $8.47M in Q1 2015.
  • 33 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2017.

Based on Janney Capital Management's 13F filing for Q2 2017, filed 27 Jul 2017.