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Regal Investment Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-50
Closed -$1K – 884
2015
Q3 		$1K Hold
50
– – ﹤0.01% 1004
2015
Q2 		$1K Hold
50
– – ﹤0.01% 904
2015
Q1 		$1K Hold
50
– – ﹤0.01% 955
2014
Q4 		$1K Buy
+50
New +$1.44K ﹤0.01% 895

Other funds holding WTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
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
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Regal Investment Advisors's WTRE Position: Q4 2015 in Review

Regal Investment Advisors sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2015, closing a stake of 50 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in WTRE in Q4 2014 and held it in 4 quarters. The position peaked at $1K in Q3 2015. 35 funds tracked by Wall St. Rank hold WTRE as of Q4 2015.

  • Regal Investment Advisors reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 50 WisdomTree New Economy Real Estate Fund shares in Q4 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2014 and held it in 4 quarters.
  • Regal Investment Advisors's WisdomTree New Economy Real Estate Fund position peaked at $1K in Q3 2015.
  • 35 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.