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WisdomTree New Economy Real Estate Fund
WTRE

38 hedge funds and large institutions have $34.1M invested in WisdomTree New Economy Real Estate Fund in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

28% more capital invested

Capital invested by funds: $26.7M → $34.1M (+$7.41M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

8.59% more ownership

Funds ownership: 25.92% → 34.52% (+8.6%)

3% more funds holding

Funds holding: 37 → 38 (+1)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
+$7.03M
2
Morgan Stanley
Morgan Stanley
New York
+$1.14M
3
Jane Street
Jane Street
New York
+$967K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$947K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$837K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$3.6M
2
FT
Fiduciary Trust
Massachusetts
-$980K
3
Creative Planning
Creative Planning
Kansas
-$288K
4
PFC
Personal Financial Consultants
California
-$207K
5
WIA
Wealthstreet Investment Advisors
Texas
-$125K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
26
Capital Analysts LLC
Pennsylvania
$69K +$70.3K +2,500 New
AIC
27
Ameritas Investment Company
Nebraska
$64K +$65.1K +2,315 New
CFGS
28
Concourse Financial Group Securities
Alabama
$46K +$41.3K +1,469 +735%
SF
29
Synovus Financial
Georgia
$19K – – –
KL
30
KWMG LLC
Kansas
$16K – – –
AOWM
31
Alpha Omega Wealth Management
Virginia
$11K – – –
GRP
32
Global Retirement Partners
California
$9K – – –
GWM
33
Geneos Wealth Management
Colorado
$2K – – –
CFA
34
Carroll Financial Associates
North Carolina
$1K – – –
FCB
35
First Command Bank
Texas
$1K – – –
FCFS
36
First Command Financial Services
Texas
$1K – – –
FHA
37
Flagship Harbor Advisors
Massachusetts
$1K – – –
FT
38
Fiduciary Trust
Massachusetts
– -$980K -33,315 Closed
PFC
39
Personal Financial Consultants
California
– -$207K -7,044 Closed
SWP
40
Stratos Wealth Partners
Ohio
– -$14K -489 Closed
JFA
41
JNBA Financial Advisors
Minnesota
– -$12K -400 Closed
US Bancorp
42
US Bancorp
Minnesota
– -$6K -206 Closed
1
2

WTRE Hedge Fund Activity: Q4 2018 in Review

38 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q4 2018, worth a combined $34.1M — up 28% from $26.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WTRE positions and 5 closed out — a net gain of 1 holder — while 13 added to existing stakes and 7 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $7.03M. The largest seller was Wells Fargo, cutting an estimated $3.6M.

  • 38 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q4 2018, up from 37 in Q3 2018.
  • Funds reported $34.1M of WisdomTree New Economy Real Estate Fund stock for Q4 2018, up 28% quarter-over-quarter.
  • 6 funds opened new WisdomTree New Economy Real Estate Fund positions in Q4 2018 and 5 closed out, a net change of +1 holder.
  • The largest WisdomTree New Economy Real Estate Fund buyer in Q4 2018 was Brinker Capital Investments, an estimated $7.03M added.
  • The largest WisdomTree New Economy Real Estate Fund seller in Q4 2018 was Wells Fargo, an estimated $3.6M sold.

Based on aggregated 13F filings for Q4 2018.