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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

28 hedge funds and large institutions have $43.4M invested in WisdomTree New Economy Real Estate Fund in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.88M
2
VKH
Virtu KCG Holdings
New York
+$585K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$456K
4
JCM
Janney Capital Management
Pennsylvania
+$447K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$133K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$2.77M
2
Wells Fargo
Wells Fargo
California
-$1.23M
3
FIM
Freedom Investment Management
Connecticut
-$1.13M
4
Goldman Sachs
Goldman Sachs
New York
-$739K
5
Morgan Stanley
Morgan Stanley
New York
-$414K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.97M -$414K -14,950 -4%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.26M +$3.88M +140,362 +163%
JCM
3
Janney Capital Management
Pennsylvania
$6.03M +$447K +16,158 +8%
FT
4
Fiduciary Trust
Massachusetts
$4.16M -$363K -13,118 -8%
Bank of America
5
Bank of America
North Carolina
$3.59M -$2.77M -100,015 -44%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.17M +$85.7K +3,097 +4%
Wells Fargo
7
Wells Fargo
California
$1.72M -$1.23M -44,561 -42%
DFIM
8
Detwiler Fenton Investment Management
Massachusetts
$1.65M +$45K +1,626 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.49M +$456K +16,450 +44%
LPL Financial
10
LPL Financial
California
$1.28M -$4.54K -164 -0.4%
SAM
11
SignalPoint Asset Management
Missouri
$911K -$64K -2,312 -7%
FIM
12
Freedom Investment Management
Connecticut
$830K -$1.13M -40,701 -58%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$695K +$133K +4,818 +24%
U
14
UBS
Switzerland
$604K +$88K +3,180 +17%
VKH
15
Virtu KCG Holdings
New York
$585K +$585K +21,177 New
PI
16
Placemark Investments
Illinois
$544K +$67.6K +2,440 +14%
KFP
17
Keystone Financial Planning
Ohio
$506K -$141K -5,099 -22%
Goldman Sachs
18
Goldman Sachs
New York
$484K -$739K -26,720 -60%
Jane Street
19
Jane Street
New York
$258K -$327K -11,781 -56%
HTC
20
Haverford Trust Company
Pennsylvania
$204K – – –
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$154K +$29.7K +1,075 +24%
Ameriprise
22
Ameriprise
Minnesota
$82K +$13.6K +490 +20%
AIG
23
American International Group
New York
$76.4K -$14.7K -530 -16%
Creative Planning
24
Creative Planning
Kansas
$62K +$16.7K +599 +37%
CAL
25
Capital Advisors Ltd
Ohio
$52K – – –
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