WisdomTree New Economy Real Estate Fund
WTRE
35 hedge funds and large institutions have $19.9M invested in WisdomTree New Economy Real Estate Fund in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 9 closing their positions.
3.06% less ownership
Funds ownership: 30.38% → 27.32% (-3.1%)
17% less funds holding
Funds holding: 42 → 35 (-7)
17% less capital invested
Capital invested by funds: $23.9M → $19.9M (-$3.99M)
53% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 17
78% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$911K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$211K |
| 3 |
CA
Continuum Advisory
Eagle,
Idaho
|
+$203K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$65.1K |
| 5 |
RT
Rockland Trust
Hanover,
Massachusetts
|
+$24.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.76M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.73M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$454K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$450K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$317K |
WTRE Hedge Fund Activity: Q3 2020 in Review
35 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q3 2020, worth a combined $19.9M — down 17% from $23.9M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of WTRE and 2 opened new positions — a net loss of 7 holders — while 17 trimmed existing stakes and 8 added.
The largest buyer was Jane Street, opening a new position worth an estimated $911K. The largest seller was Morgan Stanley, cutting an estimated $1.76M.
- 35 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q3 2020, down from 42 in Q2 2020.
- Funds reported $19.9M of WisdomTree New Economy Real Estate Fund stock for Q3 2020, down 17% quarter-over-quarter.
- 2 funds opened new WisdomTree New Economy Real Estate Fund positions in Q3 2020 and 9 closed out, a net change of -7 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q3 2020 was Jane Street, an estimated $911K added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q3 2020 was Morgan Stanley, an estimated $1.76M sold.
Based on aggregated 13F filings for Q3 2020.