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JFS Wealth Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

JFS Wealth Advisors’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
2015
Q3 		– Sell
-1,267
Closed -$36K – 579
2015
Q2 		$36K Hold
1,267
– – 0.02% 214
2015
Q1 		$38K Hold
1,267
– – 0.02% 209
2014
Q4 		$36K Buy
1,267
+27
+2% +$777 0.01% 220
2014
Q3 		$35K Buy
+1,240
New +$37.6K 0.01% 214

Other funds holding WTRE

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
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
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JFS Wealth Advisors's WTRE Position: Q3 2015 in Review

JFS Wealth Advisors sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2015, closing a stake of 1,267 shares — an estimated $36K sold.

JFS Wealth Advisors first reported a position in WTRE in Q3 2014 and held it in 4 quarters. The position peaked at $38K in Q1 2015. 29 funds tracked by Wall St. Rank hold WTRE as of Q3 2015.

  • JFS Wealth Advisors reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,267 WisdomTree New Economy Real Estate Fund shares in Q3 2015, an estimated $36K.
  • JFS Wealth Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2014 and held it in 4 quarters.
  • JFS Wealth Advisors's WisdomTree New Economy Real Estate Fund position peaked at $38K in Q1 2015.
  • 29 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2015.

Based on JFS Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.