Raymond James Financial Services Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Raymond James Financial Services Advisors’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
2018 Q2	–	Sell	-6,503	Closed	-$209K	–	2862
2018 Q1	$209K	Sell	6,503 -4,092	-39%	-$134K	﹤0.01%	2231
2017 Q4	$345K	Sell	10,595 -1,506	-12%	-$48.3K	﹤0.01%	1945
2017 Q3	$383K	Buy	12,101 +172	+1%	+$5.32K	﹤0.01%	1881
2017 Q2	$351K	Sell	11,929 -100	-0.8%	-$2.96K	﹤0.01%	1893
2017 Q1	$339K	Buy	12,029 +336	+3%	+$9.07K	﹤0.01%	1826
2016 Q4	$295K	Buy	11,693 +2,478	+27%	+$66K	﹤0.01%	1813
2016 Q3	$265K	Sell	9,215 -1,151	-11%	-$33K	﹤0.01%	1867
2016 Q2	$281K	Buy	10,366 +387	+4%	+$10.4K	﹤0.01%	1760
2016 Q1	$272K	Buy	+9,979	New	+$249K	﹤0.01%	1608

Other funds holding WTRE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SimplyRich Carlsbad, California $427M AUM 43.67% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

SAM

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

WIA

Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Raymond James Financial Services Advisors's WTRE Position: Q2 2018 in Review

Raymond James Financial Services Advisors sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q2 2018, closing a stake of 6,503 shares — an estimated $209K sold.

Raymond James Financial Services Advisors first reported a position in WTRE in Q1 2016 and held it in 9 quarters. The position peaked at $383K in Q3 2017. 35 funds tracked by Wall St. Rank hold WTRE as of Q2 2018.

Raymond James Financial Services Advisors reported no remaining WisdomTree New Economy Real Estate Fund position as of Q2 2018 after selling out during the quarter.
Raymond James Financial Services Advisors sold 6,503 WisdomTree New Economy Real Estate Fund shares in Q2 2018, an estimated $209K.
Raymond James Financial Services Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q1 2016 and held it in 9 quarters.
Raymond James Financial Services Advisors's WisdomTree New Economy Real Estate Fund position peaked at $383K in Q3 2017.
35 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2018.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2018, filed 30 Jul 2018.