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WisdomTree New Economy Real Estate Fund
WTRE

Overview Fund Activity

29 hedge funds and large institutions have $58.4M invested in WisdomTree New Economy Real Estate Fund in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$16.3M
2
JCM
2
Janney Capital Management
Pennsylvania
$5.52M
3
Bank of America
3
Bank of America
North Carolina
$5.93M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.16M
5
Jane Street
5
Jane Street
New York
$1.77M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$283K
2
SAM
2
SignalPoint Asset Management
Missouri
$685K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
MWP
4
Moller Wealth Partners
$0
5
Citigroup
5
Citigroup
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$16.3M +$14.2M +506,710 +680%
Morgan Stanley
2
Morgan Stanley
New York
$9.33M +$1.35M +48,242 +17%
Bank of America
3
Bank of America
North Carolina
$5.93M +$2.48M +88,556 +72%
JCM
4
Janney Capital Management
Pennsylvania
$5.52M +$5.52M +197,188 New
FT
5
Fiduciary Trust
Massachusetts
$4.82M +$809K +28,888 +20%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$3.16M +$2.37M +84,506 +297%
Wells Fargo
7
Wells Fargo
California
$2.52M +$1.37M +49,007 +120%
Jane Street
8
Jane Street
New York
$1.77M +$1.77M +63,294 New
DFIM
9
Detwiler Fenton Investment Management
Massachusetts
$1.73M +$482K +17,214 +39%
LPL Financial
10
LPL Financial
California
$1.65M -$52.4K -1,824 -3%
FIM
11
Freedom Investment Management
Connecticut
$1.57M +$403K +14,397 +34%
Goldman Sachs
12
Goldman Sachs
New York
$1.16M +$79.6K +2,844 +7%
SAM
13
SignalPoint Asset Management
Missouri
$685K -$319K -11,400 -32%
U
14
UBS
Switzerland
$534K -$158K -5,626 -23%
PI
15
Placemark Investments
Illinois
$350K +$350K +12,505 New
LS
16
Lattice Strategies
Pennsylvania
$291K -$26.9K -960 -8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$283K -$1.08M -38,676 -79%
M&T Bank
18
M&T Bank
New York
$229K +$60.9K +2,180 +36%
HTC
19
Haverford Trust Company
Pennsylvania
$207K – – –
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$119K +$18.5K +662 +18%
AIG
21
American International Group
New York
$112K +$5.6K +200 +5%
Ameriprise
22
Ameriprise
Minnesota
$67K -$3.52K -126 -5%
Creative Planning
23
Creative Planning
Kansas
$52K +$34.2K +1,211 +191%
Deutsche Bank
24
Deutsche Bank
Germany
$46K +$8.28K +298 +22%
MFS
25
MSI Financial Services
Massachusetts
$18K -$4.62K -161 -20%
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