MWP
WTRE icon

Moller Wealth Partners’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Moller Wealth Partners’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
2013
Q3 		– Sell
-8,182
Closed -$223K – 43
2013
Q2 		$223K Buy
+8,182
New +$249K 0.16% 42

Other funds holding WTRE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Moller Wealth Partners's WTRE Position: Q3 2013 in Review

Moller Wealth Partners sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2013, closing a stake of 8,182 shares — an estimated $223K sold.

Moller Wealth Partners first reported a position in WTRE in Q2 2013 and held it in 1 quarter. The position peaked at $223K in Q2 2013. 29 funds tracked by Wall St. Rank hold WTRE as of Q3 2013.

  • Moller Wealth Partners reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2013 after selling out during the quarter.
  • Moller Wealth Partners sold 8,182 WisdomTree New Economy Real Estate Fund shares in Q3 2013, an estimated $223K.
  • Moller Wealth Partners first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and held it in 1 quarter.
  • Moller Wealth Partners's WisdomTree New Economy Real Estate Fund position peaked at $223K in Q2 2013.
  • 29 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2013.

Based on Moller Wealth Partners's 13F filing for Q3 2013, filed 13 Nov 2013.