WisdomTree New Economy Real Estate Fund
WTRE
30 hedge funds and large institutions have $45M invested in WisdomTree New Economy Real Estate Fund in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
3% more funds holding
Funds holding: 29 → 30 (+1)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
10.46% less ownership
Funds ownership: 44.86% → 34.4% (-10%)
23% less capital invested
Capital invested by funds: $58.4M → $45M (-$13.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$765K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$570K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$505K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$465K |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$409K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$14.2M |
| 2 |
Jane Street
New York
|
-$1.19M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$757K |
| 4 |
LPL Financial
San Diego,
California
|
-$311K |
| 5 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$247K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $45K | -$6.06K | -216 | -12% |
|
|
MFS
27
MSI Financial Services
Springfield,
Massachusetts
| $39K | +$22.1K | +788 | +125% |
|
28
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $11K | -$35.3K | -1,256 | -76% |
|
|
CEMP
29
Compass Efficient Model Portfolios
Brentwood,
Tennessee
| $9K | -$1.94K | -69 | -17% |
|
30
US Bancorp
Minneapolis,
Minnesota
| $8K | – | – | – |
|
31
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$13K | -500 | Closed |
|
32
Invesco
Atlanta,
Georgia
| – | -$2K | -60 | Closed |
|
WTRE Hedge Fund Activity: Q4 2013 in Review
30 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q4 2013, worth a combined $45M — down 23% from $58.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WTRE positions and 2 closed out — a net gain of 1 holder — while 12 added to existing stakes and 12 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $765K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $14.2M.
- 30 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q4 2013, up from 29 in Q3 2013.
- Funds reported $45M of WisdomTree New Economy Real Estate Fund stock for Q4 2013, down 23% quarter-over-quarter.
- 3 funds opened new WisdomTree New Economy Real Estate Fund positions in Q4 2013 and 2 closed out, a net change of +1 holder.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q4 2013 was Royal Bank of Canada, an estimated $765K added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q4 2013 was Cambridge Investment Research Advisors, an estimated $14.2M sold.
Based on aggregated 13F filings for Q4 2013.