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WisdomTree New Economy Real Estate Fund
WTRE

Overview Fund Activity

28 hedge funds and large institutions have $28.7M invested in WisdomTree New Economy Real Estate Fund in 2013 Q2 according to their latest regulatory filings, with 28 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+28
Holders Change %
–
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.76M +$7.76M +284,804 New
FT
2
Fiduciary Trust
Massachusetts
$3.9M +$3.9M +143,142 New
Bank of America
3
Bank of America
North Carolina
$3.36M +$3.36M +123,074 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.03M +$2.03M +74,502 New
LPL Financial
5
LPL Financial
California
$1.61M +$1.61M +59,209 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.33M +$1.33M +48,804 New
DFIM
7
Detwiler Fenton Investment Management
Massachusetts
$1.21M +$1.21M +44,399 New
FIM
8
Freedom Investment Management
Connecticut
$1.14M +$1.14M +41,738 New
Wells Fargo
9
Wells Fargo
California
$1.12M +$1.12M +40,930 New
Goldman Sachs
10
Goldman Sachs
New York
$1.05M +$1.05M +38,420 New
SAM
11
SignalPoint Asset Management
Missouri
$978K +$978K +35,873 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$776K +$776K +28,491 New
U
13
UBS
Switzerland
$673K +$673K +24,688 New
LS
14
Lattice Strategies
Pennsylvania
$309K +$309K +11,352 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$302K +$302K +11,070 New
MWP
16
Moller Wealth Partners
$223K +$223K +8,182 New
HTC
17
Haverford Trust Company
Pennsylvania
$201K +$201K +7,383 New
Citigroup
18
Citigroup
New York
$193K +$193K +7,068 New
M&T Bank
19
M&T Bank
New York
$164K +$164K +6,015 New
AIG
20
American International Group
New York
$103K +$103K +3,794 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$98K +$98K +3,597 New
Ameriprise
22
Ameriprise
Minnesota
$69K +$69K +2,523 New
Deutsche Bank
23
Deutsche Bank
Germany
$37K +$37K +1,358 New
Nomura Holdings
24
Nomura Holdings
Japan
$30K +$30K +1,093 New
MFS
25
MSI Financial Services
Massachusetts
$22K +$22K +789 New
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