Keystone Financial Planning’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Keystone Financial Planning’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 Q1	–	Sell	-7,990	Closed	-$225K	–	47
2014 Q4	$225K	Hold	7,990	–	–	0.17%	44
2014 Q3	$226K	Sell	7,990 -2,385	-23%	-$72.4K	0.17%	44
2014 Q2	$312K	Sell	10,375 -7,888	-43%	-$231K	0.24%	43
2014 Q1	$506K	Sell	18,263 -5,099	-22%	-$138K	0.39%	40
2013 Q4	$643K	Buy	+23,362	New	+$656K	0.51%	39

Other funds holding WTRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Keystone Financial Planning's WTRE Position: Q1 2015 in Review

Keystone Financial Planning sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2015, closing a stake of 7,990 shares — an estimated $225K sold.

Keystone Financial Planning first reported a position in WTRE in Q4 2013 and held it in 5 quarters. The position peaked at $643K in Q4 2013. 34 funds tracked by Wall St. Rank hold WTRE as of Q1 2015.

Keystone Financial Planning reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2015 after selling out during the quarter.
Keystone Financial Planning sold 7,990 WisdomTree New Economy Real Estate Fund shares in Q1 2015, an estimated $225K.
Keystone Financial Planning first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2013 and held it in 5 quarters.
Keystone Financial Planning's WisdomTree New Economy Real Estate Fund position peaked at $643K in Q4 2013.
34 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2015.

Based on Keystone Financial Planning's 13F filing for Q1 2015, filed 23 Apr 2015.