VNA
WTRE icon

Valley National Advisers’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Valley National Advisers’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
2015
Q1 		– Sell
-2,115
Closed -$58K – 613
2014
Q4 		$58K Buy
+2,115
New +$60.8K 0.04% 158

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Valley National Advisers's WTRE Position: Q1 2015 in Review

Valley National Advisers sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2015, closing a stake of 2,115 shares — an estimated $58K sold.

Valley National Advisers first reported a position in WTRE in Q4 2014 and held it in 1 quarter. The position peaked at $58K in Q4 2014. 34 funds tracked by Wall St. Rank hold WTRE as of Q1 2015.

  • Valley National Advisers reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2015 after selling out during the quarter.
  • Valley National Advisers sold 2,115 WisdomTree New Economy Real Estate Fund shares in Q1 2015, an estimated $58K.
  • Valley National Advisers first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2014 and held it in 1 quarter.
  • Valley National Advisers's WisdomTree New Economy Real Estate Fund position peaked at $58K in Q4 2014.
  • 34 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2015.

Based on Valley National Advisers's 13F filing for Q1 2015, filed 1 May 2015.