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JNBA Financial Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

JNBA Financial 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
2018
Q4 		– Sell
-400
Closed -$12K – 733
2018
Q3 		$12K Buy
+400
New +$12K 0.01% 364

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JNBA Financial Advisors's WTRE Position: Q4 2018 in Review

JNBA Financial Advisors sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2018, closing a stake of 400 shares — an estimated $12K sold.

JNBA Financial Advisors first reported a position in WTRE in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 38 funds tracked by Wall St. Rank hold WTRE as of Q4 2018.

  • JNBA Financial Advisors reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 400 WisdomTree New Economy Real Estate Fund shares in Q4 2018, an estimated $12K.
  • JNBA Financial Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's WisdomTree New Economy Real Estate Fund position peaked at $12K in Q3 2018.
  • 38 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.