Pinnacle Bancorp’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Pinnacle Bancorp’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	$14K	Buy	+510	New	+$13.8K	0.01%	458

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

Pinnacle Bancorp's WTRE Position: Q1 2017 in Review

Pinnacle Bancorp opened a new position in WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2017: 510 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #458 among its holdings.

37 funds tracked by Wall St. Rank hold WTRE as of Q1 2017.

Pinnacle Bancorp held 510 shares of WisdomTree New Economy Real Estate Fund worth $14K as of Q1 2017.
WisdomTree New Economy Real Estate Fund was a new Pinnacle Bancorp position in Q1 2017.
WisdomTree New Economy Real Estate Fund made up 0.01% of Pinnacle Bancorp's portfolio in Q1 2017, its #458 holding.
37 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2017.

Based on Pinnacle Bancorp's 13F filing for Q1 2017, filed 17 Apr 2017.