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Lattice Strategies’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Lattice Strategies’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
Q3 		– Sell
-6,700
Closed -$202K – 103
2014
Q2 		$202K Buy
+6,700
New +$196K 0.1% 99
2014
Q1 		– Sell
-8,392
Closed -$231K – 106
2013
Q4 		$231K Sell
8,392
-2,000
-19% -$56.1K 0.13% 98
2013
Q3 		$291K Sell
10,392
-960
-8% -$26.6K 0.16% 89
2013
Q2 		$309K Buy
+11,352
New +$345K 0.19% 86

Other funds holding WTRE

Morgan Stanley
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
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lattice Strategies's WTRE Position: Q3 2014 in Review

Lattice Strategies sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2014, closing a stake of 6,700 shares — an estimated $202K sold.

Lattice Strategies first reported a position in WTRE in Q2 2013 and held it in 4 quarters. The position peaked at $309K in Q2 2013. 34 funds tracked by Wall St. Rank hold WTRE as of Q3 2014.

  • Lattice Strategies reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2014 after selling out during the quarter.
  • Lattice Strategies sold 6,700 WisdomTree New Economy Real Estate Fund shares in Q3 2014, an estimated $202K.
  • Lattice Strategies first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and held it in 4 quarters.
  • Lattice Strategies's WisdomTree New Economy Real Estate Fund position peaked at $309K in Q2 2013.
  • 34 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2014.

Based on Lattice Strategies's 13F filing for Q3 2014, filed 31 Oct 2014.