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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

43 hedge funds and large institutions have $34.7M invested in WisdomTree New Economy Real Estate Fund in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$1.19M
2
WIA
Wealthstreet Investment Advisors
Texas
+$721K
3
AF
Advisornet Financial
Minnesota
+$680K
4
Morgan Stanley
Morgan Stanley
New York
+$492K
5
Truist Financial
Truist Financial
North Carolina
+$345K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.06M
2
MWM
Mission Wealth Management
California
-$509K
3
FFN
Focus Financial Network
Minnesota
-$223K
4
Wells Fargo
Wells Fargo
California
-$120K
5
KWA
KCS Wealth Advisory
California
-$55.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
26
Concourse Financial Group Securities
Alabama
$109K +$69.2K +2,214 +174%
AG
27
Advisor Group
Arizona
$97K – – –
AC
28
AlphaCore Capital
California
$81K +$81K +2,588 New
CAL
29
Capital Analysts LLC
Pennsylvania
$72K – – –
IFWM
30
Institute for Wealth Management
Colorado
$72K +$72K +2,282 New
SC
31
Stratford Consulting
Texas
$63K +$63K +2,004 New
VCP
32
Verus Capital Partners
Arizona
$34K +$34K +1,069 New
FGAM
33
Financial Gravity Asset Management
Texas
$31K +$873 +2 +3%
SF
34
Synovus Financial
Georgia
$23K +$413 +13 +2%
BCWM
35
Bartlett & Co Wealth Management
Ohio
$12.5K – – –
GRP
36
Global Retirement Partners
California
$10K – – –
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
GWM
38
Geneos Wealth Management
Colorado
$3K – – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$3K +$2.96K +80 +8,000%
FHA
40
Flagship Harbor Advisors
Massachusetts
$2K – – –
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$2K +$2K +63 New
FCB
42
First Command Bank
Texas
$1K – – –
FCFS
43
First Command Financial Services
Texas
$1K – – –
Jane Street
44
Jane Street
New York
– -$1.06M -36,040 Closed
MWM
45
Mission Wealth Management
California
– -$509K -17,380 Closed
FFN
46
Focus Financial Network
Minnesota
– -$223K -7,620 Closed
KWA
47
KCS Wealth Advisory
California
– -$55.2K -1,887 Closed
SFS
48
Sowell Financial Services
Arkansas
– -$28K -940 Closed
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