WisdomTree New Economy Real Estate Fund
WTRE
35 hedge funds and large institutions have $26.9M invested in WisdomTree New Economy Real Estate Fund in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 35 → 35 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
4.66% less ownership
Funds ownership: 31.95% → 27.29% (-4.7%)
22% less capital invested
Capital invested by funds: $34.4M → $26.9M (-$7.57M)
46% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$309K |
| 2 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$172K |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$160K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$154K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$63.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.18M |
| 2 |
Jane Street
New York
|
-$1.81M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$798K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$610K |
| 5 |
Morgan Stanley
New York
|
-$589K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
26
Flagship Harbor Advisors
Boston,
Massachusetts
| $8K | +$9.28K | +290 | New |
|
|
27
Bank of Montreal
Toronto,
Ontario, Canada
| $6K | -$610K | -19,051 | -99% |
|
28
US Bancorp
Minneapolis,
Minnesota
| $6K | – | – | – |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $3K | – | – | – |
|
|
CFA
30
Carroll Financial Associates
Charlotte,
North Carolina
| $1K | -$22.1K | -690 | -95% |
|
|
FCB
31
First Command Bank
Fort Worth,
Texas
| $1K | – | – | – |
|
|
FCFS
32
First Command Financial Services
Fort Worth,
Texas
| $1K | – | – | – |
|
33
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $1K | +$896 | +28 | New |
|
|
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.18M | -67,845 | Closed |
|
|
RJFSA
35
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$209K | -6,503 | Closed |
|
36
SEI Investments
Oaks,
Pennsylvania
| – | -$28K | -884 | Closed |
|
|
SWP
37
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$15K | -470 | Closed |
|
|
CF
38
Centaurus Financial
Anaheim,
California
| – | +$96 | +3 | New |
|
WTRE Hedge Fund Activity: Q2 2018 in Review
35 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q2 2018, worth a combined $26.9M — down 22% from $34.4M a quarter earlier.
Fund positioning in WTRE was balanced in Q2 2018: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 13 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $309K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.18M sold.
- 35 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $26.9M of WisdomTree New Economy Real Estate Fund stock for Q2 2018, down 22% quarter-over-quarter.
- 4 funds opened new WisdomTree New Economy Real Estate Fund positions in Q2 2018 and 4 closed out, a net change of 0 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q2 2018 was Citadel Advisors, an estimated $309K added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q2 2018 was Susquehanna International Group, an estimated $2.18M sold.
Based on aggregated 13F filings for Q2 2018.