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Ledyard National Bank’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Ledyard National Bank’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
Q2 		– Sell
-125
Closed -$4K – 734
2015
Q1 		$4K Hold
125
– – ﹤0.01% 640
2014
Q4 		$4K Hold
125
– – ﹤0.01% 658
2014
Q3 		$4K Buy
+125
New +$3.79K ﹤0.01% 626

Other funds holding WTRE

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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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Ledyard National Bank's WTRE Position: Q2 2015 in Review

Ledyard National Bank sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q2 2015, closing a stake of 125 shares — an estimated $4K sold.

Ledyard National Bank first reported a position in WTRE in Q3 2014 and held it in 3 quarters. The position peaked at $4K in Q1 2015. 32 funds tracked by Wall St. Rank hold WTRE as of Q2 2015.

  • Ledyard National Bank reported no remaining WisdomTree New Economy Real Estate Fund position as of Q2 2015 after selling out during the quarter.
  • Ledyard National Bank sold 125 WisdomTree New Economy Real Estate Fund shares in Q2 2015, an estimated $4K.
  • Ledyard National Bank first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2014 and held it in 3 quarters.
  • Ledyard National Bank's WisdomTree New Economy Real Estate Fund position peaked at $4K in Q1 2015.
  • 32 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2015.

Based on Ledyard National Bank's 13F filing for Q2 2015, filed 16 Jul 2015.