JP Morgan Chase
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JP Morgan Chase’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

JP Morgan Chase’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
Q3 		– Sell
-390
Closed -$11K – 5210
2017
Q2 		$11K Buy
+390
New +$11.5K ﹤0.01% 4648
2017
Q1 		– Sell
-614
Closed -$16K – 5261
2016
Q4 		$16K Hold
614
– – ﹤0.01% 4739
2016
Q3 		$18K Hold
614
– – ﹤0.01% 4213
2016
Q2 		$17K Hold
614
– – ﹤0.01% 4260
2016
Q1 		$17K Hold
614
– – ﹤0.01% 4128
2015
Q4 		$16K Buy
+614
New +$16.5K ﹤0.01% 4116

Other funds holding WTRE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
GLRA
Gerald L. Ray & Associates Dallas, Texas $802M AUM 21.01% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JP Morgan Chase's WTRE Position: Q3 2017 in Review

JP Morgan Chase sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2017, closing a stake of 390 shares — an estimated $11K sold.

JP Morgan Chase first reported a position in WTRE in Q4 2015 and held it in 6 quarters. The position peaked at $18K in Q3 2016. 31 funds tracked by Wall St. Rank hold WTRE as of Q3 2017.

  • JP Morgan Chase reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2017 after selling out during the quarter.
  • JP Morgan Chase sold 390 WisdomTree New Economy Real Estate Fund shares in Q3 2017, an estimated $11K.
  • JP Morgan Chase first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2015 and held it in 6 quarters.
  • JP Morgan Chase's WisdomTree New Economy Real Estate Fund position peaked at $18K in Q3 2016.
  • 31 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2017.

Based on JP Morgan Chase's 13F filing for Q3 2017, filed 9 Nov 2017.