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

SEI 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
2018 Q2	–	Sell	-884	Closed	-$28K	–	3812
2018 Q1	$28K	Buy	884 +876	+10,950%	+$28.6K	﹤0.01%	2553
2017 Q4	$0	Buy	8 +4	+100%	+$128	﹤0.01%	3512
2017 Q3	$0	Sell	4 -5	-56%	-$155	﹤0.01%	3412
2017 Q2	$0	Buy	+9	New	+$266	﹤0.01%	3311

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 $391M AUM 24.42% 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

SEI Investments's WTRE Position: Q2 2018 in Review

SEI Investments sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q2 2018, closing a stake of 884 shares — an estimated $28K sold.

SEI Investments first reported a position in WTRE in Q2 2017 and held it in 4 quarters. The position peaked at $28K in Q1 2018. 35 funds tracked by Wall St. Rank hold WTRE as of Q2 2018.

SEI Investments reported no remaining WisdomTree New Economy Real Estate Fund position as of Q2 2018 after selling out during the quarter.
SEI Investments sold 884 WisdomTree New Economy Real Estate Fund shares in Q2 2018, an estimated $28K.
SEI Investments first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2017 and held it in 4 quarters.
SEI Investments's WisdomTree New Economy Real Estate Fund position peaked at $28K in Q1 2018.
35 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2018.

Based on SEI Investments's 13F filing for Q2 2018, filed 3 Aug 2018.