WisdomTree New Economy Real Estate Fund
WTRE
34 hedge funds and large institutions have $23.8M invested in WisdomTree New Economy Real Estate Fund in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
10% more funds holding
Funds holding: 31 → 34 (+3)
1% less capital invested
Capital invested by funds: $24M → $23.8M (-$253K)
2.39% less ownership
Funds ownership: 27.13% → 24.74% (-2.4%)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.05M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$481K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$456K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$44.2K |
| 5 |
Morgan Stanley
New York
|
+$35.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.39M |
| 2 |
SG Americas Securities
New York
|
-$346K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$234K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$134K |
| 5 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$72.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AOWM
26
Alpha Omega Wealth Management
Richmond,
Virginia
| $13K | – | – | – |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $11K | – | – | – |
|
28
US Bancorp
Minneapolis,
Minnesota
| $7K | – | – | – |
|
|
KFA
29
Kabarec Financial Advisors
Palatine,
Illinois
| $5K | +$4.49K | +140 | New |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $3K | – | – | – |
|
|
FCB
31
First Command Bank
Fort Worth,
Texas
| $1K | – | – | – |
|
|
FCFS
32
First Command Financial Services
Fort Worth,
Texas
| $1K | – | – | – |
|
|
33
Jane Street
New York
| – | -$3.39M | -107,248 | Closed |
|
|
34
SG Americas Securities
New York
| – | -$346K | -10,945 | Closed |
|
35
SEI Investments
Oaks,
Pennsylvania
| – | +$128 | +4 | +100% |
|
WTRE Hedge Fund Activity: Q4 2017 in Review
34 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q4 2017, worth a combined $23.8M — down 1.1% from $24M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new WTRE positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 11 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $1.05M. The largest seller was Jane Street, exiting entirely with an estimated $3.39M sold.
- 34 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q4 2017, up from 31 in Q3 2017.
- Funds reported $23.8M of WisdomTree New Economy Real Estate Fund stock for Q4 2017, down 1.1% quarter-over-quarter.
- 6 funds opened new WisdomTree New Economy Real Estate Fund positions in Q4 2017 and 2 closed out, a net change of +4 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q4 2017 was Bank of Montreal, an estimated $1.05M added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q4 2017 was Jane Street, an estimated $3.39M sold.
Based on aggregated 13F filings for Q4 2017.