SG Americas Securities
WTRE icon

SG Americas Securities’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

SG Americas Securities’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
Q4 		– Sell
-10,945
Closed -$346K – 3685
2017
Q3 		$346K Sell
10,945
-24,312
-69% -$752K ﹤0.01% 2121
2017
Q2 		$1.04M Sell
35,257
-19,764
-36% -$584K 0.01% 1382
2017
Q1 		$1.55M Buy
+55,021
New +$1.49M 0.01% 1068

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FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SG Americas Securities's WTRE Position: Q4 2017 in Review

SG Americas Securities sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2017, closing a stake of 10,945 shares — an estimated $346K sold.

SG Americas Securities first reported a position in WTRE in Q1 2017 and held it in 3 quarters. The position peaked at $1.55M in Q1 2017. 34 funds tracked by Wall St. Rank hold WTRE as of Q4 2017.

  • SG Americas Securities reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2017 after selling out during the quarter.
  • SG Americas Securities sold 10,945 WisdomTree New Economy Real Estate Fund shares in Q4 2017, an estimated $346K.
  • SG Americas Securities first reported a position in WisdomTree New Economy Real Estate Fund in Q1 2017 and held it in 3 quarters.
  • SG Americas Securities's WisdomTree New Economy Real Estate Fund position peaked at $1.55M in Q1 2017.
  • 34 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2017.

Based on SG Americas Securities's 13F filing for Q4 2017, filed 24 Jan 2018.