We are live on ! Find out more
WTRE icon

WisdomTree New Economy Real Estate Fund
WTRE

41 hedge funds and large institutions have $29.9M invested in WisdomTree New Economy Real Estate Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

17% more funds holding

Funds holding: 35 → 41 (+6)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

0.86% less ownership

Funds ownership: 30.42% → 29.56% (-0.86%)

8% less capital invested

Capital invested by funds: $32.4M → $29.9M (-$2.53M)

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$306K
2
AWM
AE Wealth Management
Kansas
+$286K
3
SS
Simplicity Solutions
Minnesota
+$279K
4
Citadel Advisors
Citadel Advisors
Florida
+$260K
5
RJA
Raymond James & Associates
Florida
+$257K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$881K
2
WIA
Wealthstreet Investment Advisors
Texas
-$635K
3
Wells Fargo
Wells Fargo
California
-$522K
4
BTS
BB&T Securities
Virginia
-$456K
5
Bank of America
Bank of America
North Carolina
-$407K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Advisor Group
Arizona
$91K – – –
CAL
27
Capital Analysts LLC
Pennsylvania
$67K – – –
KWA
28
KCS Wealth Advisory
California
$55.2K +$55.9K +1,887 New
CFGS
29
Concourse Financial Group Securities
Alabama
$37K -$35.6K -1,203 -49%
SFS
30
Sowell Financial Services
Arkansas
$28K +$27.9K +940 New
SF
31
Synovus Financial
Georgia
$21K +$267 +9 +1%
BC
32
Bartlett & Co
Ohio
$12K +$11.9K +400 New
BCWM
33
Bartlett & Co Wealth Management
Ohio
$11.7K +$11.9K +400 New
GRP
34
Global Retirement Partners
California
$10K – – –
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
FGAM
36
Financial Gravity Asset Management
Texas
$2K – – –
GWM
37
Geneos Wealth Management
Colorado
$2K – – –
FCB
38
First Command Bank
Texas
$1K – – –
FCFS
39
First Command Financial Services
Texas
$1K – – –
FHA
40
Flagship Harbor Advisors
Massachusetts
$1K – – –
AOWM
41
Alpha Omega Wealth Management
Virginia
– -$12K -400 Closed
CFA
42
Carroll Financial Associates
North Carolina
– -$1K -36 Closed
Fidelity Investments
43
Fidelity Investments
Massachusetts
– +$30 +1 New
1
2

WTRE Hedge Fund Activity: Q3 2019 in Review

41 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q3 2019, worth a combined $29.9M — down 7.8% from $32.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WTRE positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was UBS Group, adding an estimated $306K. The largest seller was Jane Street, cutting an estimated $881K.

  • 41 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q3 2019, up from 35 in Q2 2019.
  • Funds reported $29.9M of WisdomTree New Economy Real Estate Fund stock for Q3 2019, down 7.8% quarter-over-quarter.
  • 9 funds opened new WisdomTree New Economy Real Estate Fund positions in Q3 2019 and 3 closed out, a net change of +6 holders.
  • The largest WisdomTree New Economy Real Estate Fund buyer in Q3 2019 was UBS Group, an estimated $306K added.
  • The largest WisdomTree New Economy Real Estate Fund seller in Q3 2019 was Jane Street, an estimated $881K sold.

Based on aggregated 13F filings for Q3 2019.