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WisdomTree New Economy Real Estate Fund
WTRE

37 hedge funds and large institutions have $18.1M invested in WisdomTree New Economy Real Estate Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.23% less ownership

Funds ownership: 29.67% → 28.44% (-1.2%)

5% less funds holding

Funds holding: 39 → 37 (-2)

13% less capital invested

Capital invested by funds: $20.9M → $18.1M (-$2.82M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

47% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 17

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SPFA
Summit Place Financial Advisors
New Jersey
+$293K
2
RJA
Raymond James & Associates
Florida
+$222K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$198K
4
Morgan Stanley
Morgan Stanley
New York
+$102K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$102K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.67M
2
JIR
James Investment Research
Ohio
-$612K
3
FIM
Freedom Investment Management
Connecticut
-$408K
4
SS
Simplicity Solutions
Minnesota
-$334K
5
SAM
SignalPoint Asset Management
Missouri
-$331K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$48.6K – – –
CFGS
27
Concourse Financial Group Securities
Alabama
$42K – – –
GRP
28
Global Retirement Partners
California
$9K – – –
CAL
29
Capital Analysts LLC
Pennsylvania
$8K -$69.7K -2,690 -90%
AIC
30
Ameritas Investment Company
Nebraska
$5.76K +$5.62K +217 New
GWM
31
Geneos Wealth Management
Colorado
$2K – – –
HI
32
Harbour Investments
Wisconsin
$2K +$1.71K +66 New
FCB
33
First Command Bank
Texas
$1K – – –
FCFS
34
First Command Financial Services
Texas
$1K – – –
FGAM
35
Financial Gravity Asset Management
Texas
$180 -$751 -29 -81%
JIR
36
James Investment Research
Ohio
– -$612K -23,891 Closed
FIM
37
Freedom Investment Management
Connecticut
– -$408K -15,896 Closed
SS
38
Simplicity Solutions
Minnesota
– -$334K -13,003 Closed
OPS
39
Orion Portfolio Solutions
Nebraska
– -$256K -9,979 Closed
BHWM
40
Bay Harbor Wealth Management
Maryland
– -$1K -32 Closed
Fidelity Investments
41
Fidelity Investments
Massachusetts
– -$26 -1 -50%
1
2

WTRE Hedge Fund Activity: Q1 2021 in Review

37 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q1 2021, worth a combined $18.1M — down 13% from $20.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of WTRE and 4 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 9 added.

The largest buyer was Summit Place Financial Advisors, opening a new position worth an estimated $293K. The largest seller was Jane Street, cutting an estimated $1.67M.

  • 37 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q1 2021, down from 39 in Q4 2020.
  • Funds reported $18.1M of WisdomTree New Economy Real Estate Fund stock for Q1 2021, down 13% quarter-over-quarter.
  • 4 funds opened new WisdomTree New Economy Real Estate Fund positions in Q1 2021 and 6 closed out, a net change of -2 holders.
  • The largest WisdomTree New Economy Real Estate Fund buyer in Q1 2021 was Summit Place Financial Advisors, an estimated $293K added.
  • The largest WisdomTree New Economy Real Estate Fund seller in Q1 2021 was Jane Street, an estimated $1.67M sold.

Based on aggregated 13F filings for Q1 2021.