Parallax Volatility Advisers
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Parallax Volatility Advisers’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Parallax Volatility Advisers’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
2019
Q3 		– Sell
-1
Closed – – 3618
2019
Q2 		$0 Hold
1
– – ﹤0.01% 3882
2019
Q1 		$0 Hold
1
– – ﹤0.01% 4203
2018
Q4 		$0 Hold
1
– – ﹤0.01% 4096
2018
Q3 		$0 Hold
1
– – ﹤0.01% 3725
2018
Q2 		$0 Hold
1
– – ﹤0.01% 3460
2018
Q1 		$0 Hold
1
– – ﹤0.01% 4425
2017
Q4 		$0 Hold
1
– – ﹤0.01% 5062
2017
Q3 		$0 Hold
1
– – ﹤0.01% 3433
2017
Q2 		$0 Hold
1
– – ﹤0.01% 4201
2017
Q1 		$0 Hold
1
– – ﹤0.01% 4775
2016
Q4 		$0 Hold
1
– – ﹤0.01% 4316
2016
Q3 		$0 Hold
1
– – ﹤0.01% 4076
2016
Q2 		$0 Hold
1
– – ﹤0.01% 3687
2016
Q1 		$0 Hold
1
– – ﹤0.01% 3839
2015
Q4 		$0 Hold
1
– – ﹤0.01% 4051
2015
Q3 		$0 Hold
1
– – ﹤0.01% 4334
2015
Q2 		$0 Hold
1
– – ﹤0.01% 5091
2015
Q1 		$0 Hold
1
– – ﹤0.01% 5691
2014
Q4 		$0 Buy
+1
New +$29 ﹤0.01% 5998

Other funds holding WTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return

Parallax Volatility Advisers's WTRE Position: Q3 2019 in Review

Parallax Volatility Advisers sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2019, closing a stake of 1 share.

Parallax Volatility Advisers first reported a position in WTRE in Q4 2014 and held it in 19 quarters. The position peaked at $0 in Q2 2019. 41 funds tracked by Wall St. Rank hold WTRE as of Q3 2019.

  • Parallax Volatility Advisers reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2019 after selling out during the quarter.
  • Parallax Volatility Advisers sold 1 WisdomTree New Economy Real Estate Fund share in Q3 2019.
  • Parallax Volatility Advisers first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2014 and held it in 19 quarters.
  • Parallax Volatility Advisers's WisdomTree New Economy Real Estate Fund position peaked at $0 in Q2 2019.
  • 41 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2019.

Based on Parallax Volatility Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.