Janney Montgomery Scott
WTRE icon

Janney Montgomery Scott’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Janney Montgomery Scott’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
2016
Q4 		– Sell
-20,575
Closed -$592K – 1728
2016
Q3 		$592K Buy
+20,575
New +$590K 0.01% 879
2016
Q2 		– Sell
-21,435
Closed -$584K – 1181
2016
Q1 		$584K Sell
21,435
-1,029
-5% -$25.7K 0.02% 708
2015
Q4 		$587K Sell
22,464
-1,566
-7% -$42.2K 0.02% 745
2015
Q3 		$625K Sell
24,030
-2,779
-10% -$76K 0.02% 721
2015
Q2 		$771K Sell
26,809
-238
-0.9% -$7.23K 0.02% 925
2015
Q1 		$802K Buy
27,047
+308
+1% +$9.07K 0.01% 1031
2014
Q4 		$753K Buy
26,739
+960
+4% +$27.6K 0.02% 1016
2014
Q3 		$730K Sell
25,779
-260
-1% -$7.89K 0.02% 1017
2014
Q2 		$783K Buy
26,039
+928
+4% +$27.2K 0.02% 959
2014
Q1 		$695K Buy
25,111
+4,818
+24% +$130K 0.02% 928
2013
Q4 		$558K Buy
+20,293
New +$570K 0.01% 1015

Other funds holding WTRE

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
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
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GLRA
Gerald L. Ray & Associates Dallas, Texas $802M AUM 21.01% 1-Year Est. Return

Janney Montgomery Scott's WTRE Position: Q4 2016 in Review

Janney Montgomery Scott sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2016, closing a stake of 20,575 shares — an estimated $592K sold.

Janney Montgomery Scott first reported a position in WTRE in Q4 2013 and held it in 11 quarters. The position peaked at $802K in Q1 2015. 34 funds tracked by Wall St. Rank hold WTRE as of Q4 2016.

  • Janney Montgomery Scott reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2016 after selling out during the quarter.
  • Janney Montgomery Scott sold 20,575 WisdomTree New Economy Real Estate Fund shares in Q4 2016, an estimated $592K.
  • Janney Montgomery Scott first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2013 and held it in 11 quarters.
  • Janney Montgomery Scott's WisdomTree New Economy Real Estate Fund position peaked at $802K in Q1 2015.
  • 34 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2016.

Based on Janney Montgomery Scott's 13F filing for Q4 2016, filed 13 Feb 2017.