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WisdomTree New Economy Real Estate Fund
WTRE

41 hedge funds and large institutions have $36.7M invested in WisdomTree New Economy Real Estate Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

8% more funds holding

Funds holding: 38 → 41 (+3)

8% more capital invested

Capital invested by funds: $34.1M → $36.7M (+$2.62M)

2.32% less ownership

Funds ownership: 34.52% → 32.2% (-2.3%)

50% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 18

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$904K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$115K
3
AP
Advisors Preferred
Maryland
+$98.1K
4
UBS Group
UBS Group
Switzerland
+$65.9K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$59.3K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.24M
2
S
SimplyRich
California
-$715K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$621K
4
Citadel Advisors
Citadel Advisors
Florida
-$442K
5
HWA
HHM Wealth Advisors
Tennessee
-$287K
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
26
Advisors Preferred
Maryland
$103K +$98.1K +3,222 New
CFS
27
Ceros Financial Services
Maryland
$103K +$98.1K +3,222 New
CAL
28
Capital Analysts LLC
Pennsylvania
$73K -$6.09K -200 -8%
CFGS
29
Concourse Financial Group Securities
Alabama
$64K +$10.8K +353 +21%
AIC
30
Ameritas Investment Company
Nebraska
$43K -$30.2K -991 -43%
SF
31
Synovus Financial
Georgia
$22K +$61 +2 +0.3%
AOWM
32
Alpha Omega Wealth Management
Virginia
$13K – – –
GRP
33
Global Retirement Partners
California
$11K – – –
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$3.53K +116 New
GWM
35
Geneos Wealth Management
Colorado
$3K – – –
FHA
36
Flagship Harbor Advisors
Massachusetts
$2K – – –
CFA
37
Carroll Financial Associates
North Carolina
$1K – – –
FCB
38
First Command Bank
Texas
$1K – – –
FCFS
39
First Command Financial Services
Texas
$1K – – –
CAL
40
Capital Advisors Ltd
Ohio
– -$74K -2,653 Closed
KL
41
KWMG LLC
Kansas
– -$16K -582 Closed
Fidelity Investments
42
Fidelity Investments
Massachusetts
– +$30 +1 New
1
2

WTRE Hedge Fund Activity: Q1 2019 in Review

41 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q1 2019, worth a combined $36.7M — up 7.7% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WTRE positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, adding an estimated $904K. The largest seller was Wells Fargo, cutting an estimated $1.24M.

  • 41 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q1 2019, up from 38 in Q4 2018.
  • Funds reported $36.7M of WisdomTree New Economy Real Estate Fund stock for Q1 2019, up 7.7% quarter-over-quarter.
  • 5 funds opened new WisdomTree New Economy Real Estate Fund positions in Q1 2019 and 2 closed out, a net change of +3 holders.
  • The largest WisdomTree New Economy Real Estate Fund buyer in Q1 2019 was Jane Street, an estimated $904K added.
  • The largest WisdomTree New Economy Real Estate Fund seller in Q1 2019 was Wells Fargo, an estimated $1.24M sold.

Based on aggregated 13F filings for Q1 2019.