Next Financial Group’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Next Financial Group’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
2017 Q1	–	Sell	-525	Closed	-$13K	–	2320
2016 Q4	$13K	Hold	525	–	–	﹤0.01%	1550
2016 Q3	$15K	Buy	+525	New	+$15K	﹤0.01%	1492
2015 Q3	–	Sell	-500	Closed	-$14K	–	1979
2015 Q2	$14K	Hold	500	–	–	﹤0.01%	1155
2015 Q1	$14K	Hold	500	–	–	﹤0.01%	1137
2014 Q4	$14K	Sell	500 -525	-51%	-$15.1K	﹤0.01%	1130
2014 Q3	$29K	Buy	+1,025	New	+$31.1K	0.01%	1224

Other funds holding WTRE

JCM

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

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GLRA

Gerald L. Ray & Associates Dallas, Texas $802M AUM 21.01% 1-Year Est. Return

Next Financial Group's WTRE Position: Q1 2017 in Review

Next Financial Group sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2017, closing a stake of 525 shares — an estimated $13K sold.

Next Financial Group first reported a position in WTRE in Q3 2014 and held it in 6 quarters. The position peaked at $29K in Q3 2014. 37 funds tracked by Wall St. Rank hold WTRE as of Q1 2017.

Next Financial Group reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 525 WisdomTree New Economy Real Estate Fund shares in Q1 2017, an estimated $13K.
Next Financial Group first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2014 and held it in 6 quarters.
Next Financial Group's WisdomTree New Economy Real Estate Fund position peaked at $29K in Q3 2014.
37 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.