WisdomTree New Economy Real Estate Fund
WTRE
30 hedge funds and large institutions have $45.8M invested in WisdomTree New Economy Real Estate Fund in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
7% more funds holding
Funds holding: 28 → 30 (+2)
6% more capital invested
Capital invested by funds: $43.4M → $45.8M (+$2.41M)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$6.19M |
| 2 |
Morgan Stanley
New York
|
+$898K |
| 3 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$503K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$205K |
| 5 |
LS
Lattice Strategies
Wayne,
Pennsylvania
|
+$196K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.26M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.4M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$585K |
| 4 |
Goldman Sachs
New York
|
-$484K |
| 5 |
Jane Street
New York
|
-$258K |
WTRE Hedge Fund Activity: Q2 2014 in Review
30 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q2 2014, worth a combined $45.8M — up 5.6% from $43.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new WTRE positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Accuvest Global Advisors, opening a new position worth an estimated $6.19M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $6.26M sold.
- 30 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q2 2014, up from 28 in Q1 2014.
- Funds reported $45.8M of WisdomTree New Economy Real Estate Fund stock for Q2 2014, up 5.6% quarter-over-quarter.
- 6 funds opened new WisdomTree New Economy Real Estate Fund positions in Q2 2014 and 4 closed out, a net change of +2 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q2 2014 was Accuvest Global Advisors, an estimated $6.19M added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q2 2014 was Susquehanna International Group, an estimated $6.26M sold.
Based on aggregated 13F filings for Q2 2014.