Northwestern Mutual Wealth Management
WTRE icon

Northwestern Mutual Wealth Management’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Northwestern Mutual Wealth Management’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
Q4 		– Sell
-414
Closed -$12K – 2522
2016
Q3 		$12K Buy
+414
New +$11.9K ﹤0.01% 1442

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Northwestern Mutual Wealth Management's WTRE Position: Q4 2016 in Review

Northwestern Mutual Wealth Management sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2016, closing a stake of 414 shares — an estimated $12K sold.

Northwestern Mutual Wealth Management first reported a position in WTRE in Q3 2016 and held it in 1 quarter. The position peaked at $12K in Q3 2016. 34 funds tracked by Wall St. Rank hold WTRE as of Q4 2016.

  • Northwestern Mutual Wealth Management reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2016 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 414 WisdomTree New Economy Real Estate Fund shares in Q4 2016, an estimated $12K.
  • Northwestern Mutual Wealth Management first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2016 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's WisdomTree New Economy Real Estate Fund position peaked at $12K in Q3 2016.
  • 34 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2016.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2016, filed 15 Feb 2017.