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KWMG LLC’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

KWMG LLC’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
Q1 		– Sell
-582
Closed -$16K – 487
2018
Q4 		$16K Hold
582
– – ﹤0.01% 246
2018
Q3 		$17K Hold
582
– – ﹤0.01% 241
2018
Q2 		$18K Buy
+582
New +$18.6K ﹤0.01% 234

Other funds holding WTRE

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

KWMG LLC's WTRE Position: Q1 2019 in Review

KWMG LLC sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2019, closing a stake of 582 shares — an estimated $16K sold.

KWMG LLC first reported a position in WTRE in Q2 2018 and held it in 3 quarters. The position peaked at $18K in Q2 2018. 41 funds tracked by Wall St. Rank hold WTRE as of Q1 2019.

  • KWMG LLC reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2019 after selling out during the quarter.
  • KWMG LLC sold 582 WisdomTree New Economy Real Estate Fund shares in Q1 2019, an estimated $16K.
  • KWMG LLC first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2018 and held it in 3 quarters.
  • KWMG LLC's WisdomTree New Economy Real Estate Fund position peaked at $18K in Q2 2018.
  • 41 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2019.

Based on KWMG LLC's 13F filing for Q1 2019, filed 23 Apr 2019.