WisdomTree New Economy Real Estate Fund
WTRE
29 hedge funds and large institutions have $58.4M invested in WisdomTree New Economy Real Estate Fund in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 4 closing their positions.
103% more capital invested
Capital invested by funds: $28.7M → $58.4M (+$29.7M)
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
18.18% more ownership
Funds ownership: 26.68% → 44.86% (+18%)
4% more funds holding
Funds holding: 28 → 29 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$14M |
| 2 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$5.45M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.45M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.34M |
| 5 |
Jane Street
New York
|
+$1.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.07M |
| 2 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$315K |
| 3 |
Bank of New York Mellon
New York
|
-$302K |
| 4 |
MWP
Moller Wealth Partners
|
-$223K |
| 5 |
Citigroup
New York
|
-$193K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Canada Life
Winnipeg,
Manitoba, Canada
| $13K | +$13.8K | +500 | New |
|
|
CEMP
27
Compass Efficient Model Portfolios
Brentwood,
Tennessee
| $11K | -$8.21K | -297 | -42% |
|
28
US Bancorp
Minneapolis,
Minnesota
| $8K | +$8.02K | +290 | New |
|
29
Invesco
Atlanta,
Georgia
| $2K | – | – | – |
|
|
30
Bank of New York Mellon
New York
| – | -$302K | -11,070 | Closed |
|
|
MWP
31
Moller Wealth Partners
| – | -$223K | -8,182 | Closed |
|
|
32
Citigroup
New York
| – | -$193K | -7,068 | Closed |
|
33
Nomura Holdings
Tokyo,
Japan
| – | -$30K | -1,093 | Closed |
|
WTRE Hedge Fund Activity: Q3 2013 in Review
29 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q3 2013, worth a combined $58.4M — up 103% from $28.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WTRE positions and 4 closed out — a net gain of 1 holder — while 14 added to existing stakes and 8 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $14M. The largest seller was Royal Bank of Canada, cutting an estimated $1.07M.
- 29 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q3 2013, up from 28 in Q2 2013.
- Funds reported $58.4M of WisdomTree New Economy Real Estate Fund stock for Q3 2013, up 103% quarter-over-quarter.
- 5 funds opened new WisdomTree New Economy Real Estate Fund positions in Q3 2013 and 4 closed out, a net change of +1 holder.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q3 2013 was Cambridge Investment Research Advisors, an estimated $14M added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q3 2013 was Royal Bank of Canada, an estimated $1.07M sold.
Based on aggregated 13F filings for Q3 2013.