M&T Bank
WTRE icon

M&T Bank’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

M&T 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
2014
Q1 		– Sell
-8,195
Closed -$226K – 1252
2013
Q4 		$226K Hold
8,195
– – 0.01% 467
2013
Q3 		$229K Buy
8,195
+2,180
+36% +$60.3K 0.01% 398
2013
Q2 		$164K Buy
+6,015
New +$183K 0.01% 423

Other funds holding WTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank's WTRE Position: Q1 2014 in Review

M&T Bank sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2014, closing a stake of 8,195 shares — an estimated $226K sold.

M&T Bank first reported a position in WTRE in Q2 2013 and held it in 3 quarters. The position peaked at $229K in Q3 2013. 28 funds tracked by Wall St. Rank hold WTRE as of Q1 2014.

  • M&T Bank reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2014 after selling out during the quarter.
  • M&T Bank sold 8,195 WisdomTree New Economy Real Estate Fund shares in Q1 2014, an estimated $226K.
  • M&T Bank first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and held it in 3 quarters.
  • M&T Bank's WisdomTree New Economy Real Estate Fund position peaked at $229K in Q3 2013.
  • 28 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2014.

Based on M&T Bank's 13F filing for Q1 2014, filed 14 May 2014.