KWA
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KCS Wealth Advisory’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-1,887
Closed -$55.2K – 410
2019
Q3 		$55.2K Buy
+1,887
New +$55.9K 0.04% 236

Other funds holding WTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

KCS Wealth Advisory's WTRE Position: Q4 2019 in Review

KCS Wealth Advisory sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2019, closing a stake of 1,887 shares — an estimated $55.2K sold.

KCS Wealth Advisory first reported a position in WTRE in Q3 2019 and held it in 1 quarter. The position peaked at $55.2K in Q3 2019. 43 funds tracked by Wall St. Rank hold WTRE as of Q4 2019.

  • KCS Wealth Advisory reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 1,887 WisdomTree New Economy Real Estate Fund shares in Q4 2019, an estimated $55.2K.
  • KCS Wealth Advisory first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's WisdomTree New Economy Real Estate Fund position peaked at $55.2K in Q3 2019.
  • 43 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.