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WisdomTree New Economy Real Estate Fund
WTRE

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

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2.28% more ownership

Funds ownership: 31.63% → 33.91% (+2.3%)

2% less funds holding

Funds holding: 43 → 42 (-1)

22% less capital invested

Capital invested by funds: $34.7M → $27.1M (-$7.6M)

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

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.38M
2
Citadel Advisors
Citadel Advisors
Florida
+$805K
3
JIR
James Investment Research
Ohio
+$795K
4
Jane Street
Jane Street
New York
+$774K
5
OPS
Orion Portfolio Solutions
Nebraska
+$511K

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$549K
2
Morgan Stanley
Morgan Stanley
New York
-$352K
3
Truist Financial
Truist Financial
North Carolina
-$345K
4
Bank of America
Bank of America
North Carolina
-$167K
5
HWA
HHM Wealth Advisors
Tennessee
-$155K
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
26
One Capital Management
California
$227K +$291K +10,290 New
RJA
27
Raymond James & Associates
Florida
$216K +$23.8K +840 +9%
SPIA
28
Steward Partners Investment Advisory
New York
$208K -$66.8K -2,359 -20%
CFGS
29
Concourse Financial Group Securities
Alabama
$84K +$9.26K +327 +9%
AC
30
AlphaCore Capital
California
$57K – – –
CAL
31
Capital Analysts LLC
Pennsylvania
$51K – – –
VCP
32
Verus Capital Partners
Arizona
$28K +$6K +212 +20%
SF
33
Synovus Financial
Georgia
$16K – – –
SC
34
Stratford Consulting
Texas
$9K -$45.7K -1,615 -81%
BC
35
Bartlett & Co
Ohio
$9K +$11.3K +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 +$3.71K +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
PA
49
Procyon Advisors
Connecticut
– +$28 +1 New
1
2

WTRE Hedge Fund Activity: Q1 2020 in Review

42 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q1 2020, worth a combined $27.1M — down 22% from $34.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WTRE positions and 7 closed out — a net gain of 1 holder — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.38M. The largest seller was Brinker Capital Investments, cutting an estimated $549K.

  • 42 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q1 2020, down from 43 in Q4 2019.
  • Funds reported $27.1M of WisdomTree New Economy Real Estate Fund stock for Q1 2020, down 22% quarter-over-quarter.
  • 8 funds opened new WisdomTree New Economy Real Estate Fund positions in Q1 2020 and 7 closed out, a net change of +1 holder.
  • The largest WisdomTree New Economy Real Estate Fund buyer in Q1 2020 was Wells Fargo, an estimated $1.38M added.
  • The largest WisdomTree New Economy Real Estate Fund seller in Q1 2020 was Brinker Capital Investments, an estimated $549K sold.

Based on aggregated 13F filings for Q1 2020.