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WisdomTree New Economy Real Estate Fund
WTRE

36 hedge funds and large institutions have $15M invested in WisdomTree New Economy Real Estate Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

3% less funds holding

Funds holding: 37 → 36 (-1)

3.76% less ownership

Funds ownership: 28.44% → 24.67% (-3.8%)

17% less capital invested

Capital invested by funds: $18.1M → $15M (-$3.05M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$453K
2
AWM
AE Wealth Management
Kansas
+$139K
3
SB
Strategic Blueprint
Georgia
+$112K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$60.3K
5
MIAS
Mason Investment Advisory Services
Virginia
+$45.3K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.38M
2
WIA
Wealthstreet Investment Advisors
Texas
-$768K
3
OCM
One Capital Management
California
-$507K
4
Morgan Stanley
Morgan Stanley
New York
-$482K
5
S
SimplyRich
California
-$419K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
26
Concourse Financial Group Securities
Alabama
$42K – – –
FGAM
27
Financial Gravity Asset Management
Texas
$27K – – –
GRP
28
Global Retirement Partners
California
$9K – – –
CAL
29
Capital Analysts LLC
Pennsylvania
$8K – – –
JFGIW
30
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K +$6.48K +238 New
GWM
31
Geneos Wealth Management
Colorado
$2K – – –
HI
32
Harbour Investments
Wisconsin
$2K – – –
FCB
33
First Command Bank
Texas
$1K – – –
FCFS
34
First Command Financial Services
Texas
$1K – – –
WIA
35
Wealthstreet Investment Advisors
Texas
– -$768K -28,937 Closed
S
36
SimplyRich
California
– -$419K -15,783 Closed
CA
37
Continuum Advisory
Idaho
– -$211K -7,724 Closed
AIC
38
Ameritas Investment Company
Nebraska
– -$5.76K -217 Closed
1
2

WTRE Hedge Fund Activity: Q2 2021 in Review

36 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q2 2021, worth a combined $15M — down 17% from $18.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WTRE and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 11 added.

The largest buyer was Jane Street, adding an estimated $453K. The largest seller was Citadel Advisors, cutting an estimated $1.38M.

  • 36 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q2 2021, down from 37 in Q1 2021.
  • Funds reported $15M of WisdomTree New Economy Real Estate Fund stock for Q2 2021, down 17% quarter-over-quarter.
  • 3 funds opened new WisdomTree New Economy Real Estate Fund positions in Q2 2021 and 4 closed out, a net change of -1 holder.
  • The largest WisdomTree New Economy Real Estate Fund buyer in Q2 2021 was Jane Street, an estimated $453K added.
  • The largest WisdomTree New Economy Real Estate Fund seller in Q2 2021 was Citadel Advisors, an estimated $1.38M sold.

Based on aggregated 13F filings for Q2 2021.