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

US Bancorp’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 Q4	–	Sell	-206	Closed	-$6K	–	3711
2018 Q3	$6K	Hold	206	–	–	﹤0.01%	3284
2018 Q2	$6K	Hold	206	–	–	﹤0.01%	3293
2018 Q1	$7K	Hold	206	–	–	﹤0.01%	3259
2017 Q4	$7K	Hold	206	–	–	﹤0.01%	3248
2017 Q3	$7K	Hold	206	–	–	﹤0.01%	3180
2017 Q2	$6K	Hold	206	–	–	﹤0.01%	3185
2017 Q1	$6K	Hold	206	–	–	﹤0.01%	3171
2016 Q4	$5K	Hold	206	–	–	﹤0.01%	3199
2016 Q3	$6K	Hold	206	–	–	﹤0.01%	3136
2016 Q2	$6K	Hold	206	–	–	﹤0.01%	3145
2016 Q1	$6K	Hold	206	–	–	﹤0.01%	3138
2015 Q4	$5K	Hold	206	–	–	﹤0.01%	3255
2015 Q3	$5K	Hold	206	–	–	﹤0.01%	3268
2015 Q2	$6K	Hold	206	–	–	﹤0.01%	3265
2015 Q1	$6K	Hold	206	–	–	﹤0.01%	3261
2014 Q4	$6K	Hold	206	–	–	﹤0.01%	3236
2014 Q3	$6K	Hold	206	–	–	﹤0.01%	3170
2014 Q2	$6K	Sell	206 -84	-29%	-$2.46K	﹤0.01%	3185
2014 Q1	$8K	Hold	290	–	–	﹤0.01%	3102
2013 Q4	$8K	Hold	290	–	–	﹤0.01%	3043
2013 Q3	$8K	Buy	+290	New	+$8.02K	﹤0.01%	2940

Other funds holding WTRE

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

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

US Bancorp's WTRE Position: Q4 2018 in Review

US Bancorp sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2018, closing a stake of 206 shares — an estimated $6K sold.

US Bancorp first reported a position in WTRE in Q3 2013 and held it in 21 quarters. The position peaked at $8K in Q1 2014. 38 funds tracked by Wall St. Rank hold WTRE as of Q4 2018.

US Bancorp reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2018 after selling out during the quarter.
US Bancorp sold 206 WisdomTree New Economy Real Estate Fund shares in Q4 2018, an estimated $6K.
US Bancorp first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2013 and held it in 21 quarters.
US Bancorp's WisdomTree New Economy Real Estate Fund position peaked at $8K in Q1 2014.
38 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2018.

Based on US Bancorp's 13F filing for Q4 2018, filed 13 Feb 2019.