WTRE icon

WisdomTree New Economy Real Estate Fund
WTRE

Overview Fund Activity

42 hedge funds and large institutions have $27.1M invested in WisdomTree New Economy Real Estate Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.07M
2
Citadel Advisors
Citadel Advisors
Florida
+$627K
3
JIR
James Investment Research
Ohio
+$619K
4
Jane Street
Jane Street
New York
+$603K
5
FIM
Freedom Investment Management
Connecticut
+$521K

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$428K
2
Truist Financial
Truist Financial
North Carolina
-$345K
3
Morgan Stanley
Morgan Stanley
New York
-$274K
4
AP
Advisors Preferred
Maryland
-$134K
5
Bank of America
Bank of America
North Carolina
-$130K
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
26
One Capital Management
California
$227K +$227K +10,290 New
RJA
27
Raymond James & Associates
Florida
$216K +$18.5K +840 +9%
SPIA
28
Steward Partners Investment Advisory
New York
$208K -$51.8K -2,359 -20%
CFGS
29
Concourse Financial Group Securities
Alabama
$84K +$7.2K +327 +9%
AC
30
AlphaCore Capital
California
$57K – – –
CAL
31
Capital Analysts LLC
Pennsylvania
$51K – – –
VCP
32
Verus Capital Partners
Arizona
$28K +$4.63K +212 +20%
SF
33
Synovus Financial
Georgia
$16K – – –
SC
34
Stratford Consulting
Texas
$9K -$37.4K -1,615 -81%
BC
35
Bartlett & Co
Ohio
$9K +$9K +400 New
BCWM
36
Bartlett & Co Wealth Management
Ohio
$8.82K – – –
GRP
37
Global Retirement Partners
California
$7K – – –
FGAM
38
Financial Gravity Asset Management
Texas
$4.46K +$2.89K +131 +185%
GWM
39
Geneos Wealth Management
Colorado
$2K – – –
FCB
40
First Command Bank
Texas
$1K – – –
FCFS
41
First Command Financial Services
Texas
$1K – – –
Truist Financial
42
Truist Financial
North Carolina
– -$345K -11,015 Closed
AP
43
Advisors Preferred
Maryland
– -$134K -4,277 Closed
IFWM
44
Institute for Wealth Management
Colorado
– -$72K -2,282 Closed
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
– -$4K -116 Closed
Fidelity Investments
46
Fidelity Investments
Massachusetts
– -$3K -81 Closed
FHA
47
Flagship Harbor Advisors
Massachusetts
– -$2K -65 Closed
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
– -$2K -63 Closed
1
2