National Planning Corporation’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

National Planning Corporation’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
2016 Q1	–	Sell	-34,413	Closed	-$822K	–	736
2015 Q4	$822K	Buy	34,413 +1,549	+5%	+$41.7K	0.07%	285
2015 Q3	$905K	Buy	32,864 +1,643	+5%	+$45K	0.08%	229
2015 Q2	$879K	Buy	+31,221	New	+$948K	0.08%	241
2015 Q1	–	Sell	-100	Closed	-$2.84K	–	2061
2014 Q4	$2.84K	Buy	+100	New	+$2.88K	﹤0.01%	2504

Other funds holding WTRE

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

National Planning Corporation's WTRE Position: Q1 2016 in Review

National Planning Corporation sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2016, closing a stake of 34,413 shares — an estimated $822K sold.

National Planning Corporation first reported a position in WTRE in Q4 2014 and held it in 4 quarters. The position peaked at $905K in Q3 2015. 31 funds tracked by Wall St. Rank hold WTRE as of Q1 2016.

National Planning Corporation reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2016 after selling out during the quarter.
National Planning Corporation sold 34,413 WisdomTree New Economy Real Estate Fund shares in Q1 2016, an estimated $822K.
National Planning Corporation first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2014 and held it in 4 quarters.
National Planning Corporation's WisdomTree New Economy Real Estate Fund position peaked at $905K in Q3 2015.
31 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2016.

Based on National Planning Corporation's 13F filing for Q1 2016, filed 16 May 2016.