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Sageworth Trust’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Sageworth Trust’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
Q2 		– Sell
-507
Closed -$14K – 127
2017
Q1 		$14K Buy
+507
New +$13.7K ﹤0.01% 67

Other funds holding WTRE

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Jane Street
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Wells Fargo
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
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
GLRA
Gerald L. Ray & Associates Dallas, Texas $802M AUM 21.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Sageworth Trust's WTRE Position: Q2 2017 in Review

Sageworth Trust sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q2 2017, closing a stake of 507 shares — an estimated $14K sold.

Sageworth Trust first reported a position in WTRE in Q1 2017 and held it in 1 quarter. The position peaked at $14K in Q1 2017. 33 funds tracked by Wall St. Rank hold WTRE as of Q2 2017.

  • Sageworth Trust reported no remaining WisdomTree New Economy Real Estate Fund position as of Q2 2017 after selling out during the quarter.
  • Sageworth Trust sold 507 WisdomTree New Economy Real Estate Fund shares in Q2 2017, an estimated $14K.
  • Sageworth Trust first reported a position in WisdomTree New Economy Real Estate Fund in Q1 2017 and held it in 1 quarter.
  • Sageworth Trust's WisdomTree New Economy Real Estate Fund position peaked at $14K in Q1 2017.
  • 33 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2017.

Based on Sageworth Trust's 13F filing for Q2 2017, filed 24 Jul 2017.