WisdomTree New Economy Real Estate Fund
WTRE
35 hedge funds and large institutions have $34.4M invested in WisdomTree New Economy Real Estate Fund in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 4 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
45% more capital invested
Capital invested by funds: $23.8M → $34.4M (+$10.7M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
7.21% more ownership
Funds ownership: 24.74% → 31.95% (+7.2%)
3% more funds holding
Funds holding: 34 → 35 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.84M |
| 2 |
Jane Street
New York
|
+$3.14M |
| 3 |
Morgan Stanley
New York
|
+$2.29M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$932K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$1.78M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$440K |
| 3 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$196K |
| 4 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$163K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$134K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
26
Carroll Financial Associates
Charlotte,
North Carolina
| $23K | -$11K | -338 | -32% |
|
|
SF
27
Synovus Financial
Columbus,
Georgia
| $21K | +$21K | +643 | New |
|
|
SWP
28
Stratos Wealth Partners
Beachwood,
Ohio
| $15K | +$15.4K | +470 | New |
|
|
AOWM
29
Alpha Omega Wealth Management
Richmond,
Virginia
| $13K | – | – | – |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| $11K | – | – | – |
|
31
US Bancorp
Minneapolis,
Minnesota
| $7K | – | – | – |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $3K | – | – | – |
|
|
FCB
33
First Command Bank
Fort Worth,
Texas
| $1.13K | – | – | – |
|
|
FCFS
34
First Command Financial Services
Fort Worth,
Texas
| $1K | – | – | – |
|
|
FIM
35
Freedom Investment Management
Hartford,
Connecticut
| – | -$1.78M | -54,621 | Closed |
|
|
APA
36
American Portfolios Advisors
Holbrook,
New York
| – | -$52.3K | -1,607 | Closed |
|
|
FGC
37
Financial Gravity Companies
Lakeway,
Texas
| – | -$14K | -398 | Closed |
|
|
KFA
38
Kabarec Financial Advisors
Palatine,
Illinois
| – | -$5K | -140 | Closed |
|
WTRE Hedge Fund Activity: Q1 2018 in Review
35 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q1 2018, worth a combined $34.4M — up 45% from $23.8M 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 9 trimmed.
The largest buyer was Wells Fargo, adding an estimated $4.84M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $1.78M sold.
- 35 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q1 2018, up from 34 in Q4 2017.
- Funds reported $34.4M of WisdomTree New Economy Real Estate Fund stock for Q1 2018, up 45% quarter-over-quarter.
- 5 funds opened new WisdomTree New Economy Real Estate Fund positions in Q1 2018 and 4 closed out, a net change of +1 holder.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q1 2018 was Wells Fargo, an estimated $4.84M added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q1 2018 was Freedom Investment Management, an estimated $1.78M sold.
Based on aggregated 13F filings for Q1 2018.