WisdomTree New Economy Real Estate Fund
WTRE
37 hedge funds and large institutions have $27.4M invested in WisdomTree New Economy Real Estate Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
14% more capital invested
Capital invested by funds: $24M → $27.4M (+$3.4M)
9% more funds holding
Funds holding: 34 → 37 (+3)
0.74% more ownership
Funds ownership: 32.17% → 32.91% (+0.74%)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$3.36M |
| 2 |
SG Americas Securities
New York
|
+$1.49M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$466K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$445K |
| 5 |
Morgan Stanley
New York
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$2.05M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.02M |
| 3 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$643K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$622K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$479K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SF
26
Synovus Financial
Columbus,
Georgia
| $17K | – | – | – |
|
|
ST
27
Sageworth Trust
Lancaster,
Pennsylvania
| $14K | +$13.7K | +507 | New |
|
|
PB
28
Pinnacle Bancorp
Beatrice,
Nebraska
| $14K | +$13.8K | +510 | New |
|
|
GRP
29
Global Retirement Partners
San Rafael,
California
| $13K | – | – | – |
|
|
AOWM
30
Alpha Omega Wealth Management
Richmond,
Virginia
| $11K | – | – | – |
|
|
WTB
31
Washington Trust Bank
Spokane,
Washington
| $7K | +$6.75K | +250 | New |
|
32
US Bancorp
Minneapolis,
Minnesota
| $6K | – | – | – |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| $3K | +$2.7K | +100 | New |
|
|
GWM
34
Geneos Wealth Management
Englewood,
Colorado
| $2K | -$622K | -23,054 | -100% |
|
|
FCB
35
First Command Bank
Fort Worth,
Texas
| $1K | – | – | – |
|
|
FCFS
36
First Command Financial Services
Fort Worth,
Texas
| $1K | – | – | – |
|
|
37
Citadel Advisors
Miami,
Florida
| – | -$1.02M | -40,327 | Closed |
|
38
JP Morgan Chase
New York
| – | -$16K | -614 | Closed |
|
|
NFG
39
Next Financial Group
Houston,
Texas
| – | -$13K | -525 | Closed |
|
WTRE Hedge Fund Activity: Q1 2017 in Review
37 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q1 2017, worth a combined $27.4M — up 14% from $24M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WTRE positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 11 trimmed.
The largest buyer was Avalon Capital Management, opening a new position worth an estimated $3.36M. The largest seller was Janney Capital Management, cutting an estimated $2.05M.
- 37 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q1 2017, up from 34 in Q4 2016.
- Funds reported $27.4M of WisdomTree New Economy Real Estate Fund stock for Q1 2017, up 14% quarter-over-quarter.
- 7 funds opened new WisdomTree New Economy Real Estate Fund positions in Q1 2017 and 3 closed out, a net change of +4 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q1 2017 was Avalon Capital Management, an estimated $3.36M added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q1 2017 was Janney Capital Management, an estimated $2.05M sold.
Based on aggregated 13F filings for Q1 2017.