WisdomTree New Economy Real Estate Fund
WTRE
25 hedge funds and large institutions have $8.24M invested in WisdomTree New Economy Real Estate Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 11 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
4.52% less ownership
Funds ownership: 26.97% → 22.45% (-4.5%)
24% less funds holding
Funds holding: 33 → 25 (-8)
29% less capital invested
Capital invested by funds: $11.6M → $8.24M (-$3.36M)
73% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$711K |
| 2 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$262K |
| 3 |
EWM
Endowment Wealth Management
Appleton,
Wisconsin
|
+$150K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$111K |
| 5 |
Jane Street
New York
|
+$68.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$696K |
| 2 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$662K |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$394K |
| 4 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$331K |
| 5 |
HWA
HHM Wealth Advisors
Chattanooga,
Tennessee
|
-$329K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWAC
26
Laurel Wealth Advisors (California)
Solana Beach,
California
| – | -$662K | -36,082 | Closed |
|
|
BPA
27
Beacon Pointe Advisors
Newport Beach,
California
| – | -$394K | -21,375 | Closed |
|
|
SAM
28
SignalPoint Asset Management
Springfield,
Missouri
| – | -$331K | -18,086 | Closed |
|
|
HWA
29
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$329K | -17,938 | Closed |
|
|
RT
30
Rockland Trust
Hanover,
Massachusetts
| – | -$324K | -17,641 | Closed |
|
|
S
31
SimplyRich
Carlsbad,
California
| – | -$240K | -13,119 | Closed |
|
32
Simplex Trading
Chicago,
Illinois
| – | -$7K | -400 | Closed |
|
|
PA
33
Parallel Advisors
San Francisco,
California
| – | -$4K | -232 | Closed |
|
|
PFGIA
34
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$1K | -51 | Closed |
|
WTRE Hedge Fund Activity: Q3 2022 in Review
25 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q3 2022, worth a combined $8.24M — down 29% from $11.6M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of WTRE and 3 opened new positions — a net loss of 8 holders — while 6 trimmed existing stakes and 8 added.
The largest buyer was AE Wealth Management, adding an estimated $711K. The largest seller was Royal Bank of Canada, cutting an estimated $696K.
- 25 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q3 2022, down from 33 in Q2 2022.
- Funds reported $8.24M of WisdomTree New Economy Real Estate Fund stock for Q3 2022, down 29% quarter-over-quarter.
- 3 funds opened new WisdomTree New Economy Real Estate Fund positions in Q3 2022 and 11 closed out, a net change of -8 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q3 2022 was AE Wealth Management, an estimated $711K added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q3 2022 was Royal Bank of Canada, an estimated $696K sold.
Based on aggregated 13F filings for Q3 2022.