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Managed Account Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Managed Account Advisors’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 		$68K Buy
2,365
+309
+15% +$9.38K ﹤0.01% 2634
2015
Q1 		$61K Buy
+2,056
New +$60.5K ﹤0.01% 2589

Other funds holding WTRE

Morgan Stanley
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 $38.8B AUM 21.88% 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

Managed Account Advisors's WTRE Position: Q2 2015 in Review

Managed Account Advisors increased its WisdomTree New Economy Real Estate Fund (WTRE) stake by 15% in Q2 2015, buying an estimated $9.38K and bringing the position to 2,365 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #2634.

Managed Account Advisors first reported a position in WTRE in Q1 2015 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold WTRE as of Q2 2015.

  • Managed Account Advisors held 2,365 shares of WisdomTree New Economy Real Estate Fund worth $68K as of Q2 2015.
  • Managed Account Advisors bought 309 WisdomTree New Economy Real Estate Fund shares in Q2 2015, an estimated $9.38K.
  • WisdomTree New Economy Real Estate Fund made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #2634 holding.
  • Managed Account Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q1 2015 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.