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

UBS’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
2014
Q3 		$1.36M Buy
48,162
+25,147
+109% +$763K ﹤0.01% 3288
2014
Q2 		$692K Buy
23,015
+1,193
+5% +$34.9K ﹤0.01% 3906
2014
Q1 		$604K Buy
21,822
+3,180
+17% +$85.9K ﹤0.01% 4033
2013
Q4 		$513K Sell
18,642
-420
-2% -$11.8K ﹤0.01% 4310
2013
Q3 		$534K Sell
19,062
-5,626
-23% -$156K ﹤0.01% 4066
2013
Q2 		$673K Buy
+24,688
New +$751K ﹤0.01% 3773

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

UBS's WTRE Position: Q3 2014 in Review

UBS increased its WisdomTree New Economy Real Estate Fund (WTRE) stake by 109% in Q3 2014, buying an estimated $763K and bringing the position to 48,162 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #3288.

UBS first reported a position in WTRE in Q2 2013 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold WTRE as of Q3 2014.

  • UBS held 48,162 shares of WisdomTree New Economy Real Estate Fund worth $1.36M as of Q3 2014.
  • UBS bought 25,147 WisdomTree New Economy Real Estate Fund shares in Q3 2014, an estimated $763K.
  • WisdomTree New Economy Real Estate Fund made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3288 holding.
  • UBS first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and has held it in 6 quarters since.
  • 34 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.