KeyBank National Association
WTRE icon

KeyBank National Association’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

KeyBank National Association’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
2014
Q4 		– Sell
-10,875
Closed -$308K – 1259
2014
Q3 		$308K Buy
+10,875
New +$330K ﹤0.01% 1030

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

KeyBank National Association's WTRE Position: Q4 2014 in Review

KeyBank National Association sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2014, closing a stake of 10,875 shares — an estimated $308K sold.

KeyBank National Association first reported a position in WTRE in Q3 2014 and held it in 1 quarter. The position peaked at $308K in Q3 2014. 36 funds tracked by Wall St. Rank hold WTRE as of Q4 2014.

  • KeyBank National Association reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2014 after selling out during the quarter.
  • KeyBank National Association sold 10,875 WisdomTree New Economy Real Estate Fund shares in Q4 2014, an estimated $308K.
  • KeyBank National Association first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2014 and held it in 1 quarter.
  • KeyBank National Association's WisdomTree New Economy Real Estate Fund position peaked at $308K in Q3 2014.
  • 36 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2014.

Based on KeyBank National Association's 13F filing for Q4 2014, filed 12 Feb 2015.