Placemark Investments’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Placemark Investments’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
2014 Q4	$772K	Buy	27,441 +2,205	+9%	+$63.4K	0.01%	1000
2014 Q3	$715K	Buy	25,236 +2,248	+10%	+$68.2K	0.01%	1021
2014 Q2	$691K	Buy	22,988 +3,351	+17%	+$98.1K	0.01%	1036
2014 Q1	$544K	Buy	19,637 +2,440	+14%	+$65.9K	0.01%	1087
2013 Q4	$473K	Buy	17,197 +4,692	+38%	+$132K	0.01%	1157
2013 Q3	$350K	Buy	+12,505	New	+$346K	0.01%	1264

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

DFIM

Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM

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

Placemark Investments's WTRE Position: Q4 2014 in Review

Placemark Investments increased its WisdomTree New Economy Real Estate Fund (WTRE) stake by 8.7% in Q4 2014, buying an estimated $63.4K and bringing the position to 27,441 shares worth $772K. The position accounts for 0.01% of the portfolio, ranked #1000.

Placemark Investments first reported a position in WTRE in Q3 2013 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold WTRE as of Q4 2014.

Placemark Investments held 27,441 shares of WisdomTree New Economy Real Estate Fund worth $772K as of Q4 2014.
Placemark Investments bought 2,205 WisdomTree New Economy Real Estate Fund shares in Q4 2014, an estimated $63.4K.
WisdomTree New Economy Real Estate Fund made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1000 holding.
Placemark Investments first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2013 and has held it in 6 quarters since.
36 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.