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WisdomTree New Economy Real Estate Fund
WTRE

39 hedge funds and large institutions have $20.9M invested in WisdomTree New Economy Real Estate Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

11% more funds holding

Funds holding: 35 → 39 (+4)

2.35% more ownership

Funds ownership: 27.32% → 29.67% (+2.4%)

5% more capital invested

Capital invested by funds: $19.9M → $20.9M (+$967K)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$937K
2
Citadel Advisors
Citadel Advisors
Florida
+$913K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$437K
4
JIR
James Investment Research
Ohio
+$73.5K
5
LPL Financial
LPL Financial
California
+$72.4K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$727K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$619K
3
BCI
Brinker Capital Investments
Pennsylvania
-$493K
4
Wells Fargo
Wells Fargo
California
-$282K
5
RJA
Raymond James & Associates
Florida
-$233K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Continuum Advisory
Idaho
$222K +$9.87K +389 +5%
Bank of America
27
Bank of America
North Carolina
$99K -$129K -5,073 -57%
CAL
28
Capital Analysts LLC
Pennsylvania
$77K -$16K -630 -17%
SPIA
29
Steward Partners Investment Advisory
New York
$47K – – –
CFGS
30
Concourse Financial Group Securities
Alabama
$41K -$2.28K -90 -5%
GRP
31
Global Retirement Partners
California
$9K – – –
GWM
32
Geneos Wealth Management
Colorado
$2K – – –
FCB
33
First Command Bank
Texas
$1K – – –
FCFS
34
First Command Financial Services
Texas
$1K – – –
BHWM
35
Bay Harbor Wealth Management
Maryland
$1K +$812 +32 New
FGAM
36
Financial Gravity Asset Management
Texas
$1K +$913 +36 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
– -$619K -25,482 Closed
RJA
38
Raymond James & Associates
Florida
– -$233K -9,581 Closed
DI
39
Disciplined Investments
Oklahoma
– -$1K -30 Closed
Fidelity Investments
40
Fidelity Investments
Massachusetts
– +$51 +2 New
SIAG
41
Safeguard Investment Advisory Group
California
– +$228 +9 New
COCM
42
Charter Oak Capital Management
New Hampshire
– +$44.7K +1,763 New
1
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WTRE Hedge Fund Activity: Q4 2020 in Review

39 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q4 2020, worth a combined $20.9M — up 4.9% from $19.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WTRE positions and 3 closed out — a net gain of 4 holders — while 11 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, adding an estimated $937K. The largest seller was Morgan Stanley, cutting an estimated $727K.

  • 39 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q4 2020, up from 35 in Q3 2020.
  • Funds reported $20.9M of WisdomTree New Economy Real Estate Fund stock for Q4 2020, up 4.9% quarter-over-quarter.
  • 7 funds opened new WisdomTree New Economy Real Estate Fund positions in Q4 2020 and 3 closed out, a net change of +4 holders.
  • The largest WisdomTree New Economy Real Estate Fund buyer in Q4 2020 was Jane Street, an estimated $937K added.
  • The largest WisdomTree New Economy Real Estate Fund seller in Q4 2020 was Morgan Stanley, an estimated $727K sold.

Based on aggregated 13F filings for Q4 2020.