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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGA
Accuvest Global Advisors
Utah
+$6.36M
2
Morgan Stanley
Morgan Stanley
New York
+$923K
3
JCM
Janney Capital Management
Pennsylvania
+$517K
4
CS
Credit Suisse
Switzerland
+$211K
5
LS
Lattice Strategies
Pennsylvania
+$202K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.26M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.43M
3
VKH
Virtu KCG Holdings
New York
-$585K
4
Goldman Sachs
Goldman Sachs
New York
-$484K
5
Jane Street
Jane Street
New York
-$258K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.7M +$923K +30,671 +9%
JCM
2
Janney Capital Management
Pennsylvania
$7.07M +$517K +17,184 +8%
AGA
3
Accuvest Global Advisors
Utah
$6.36M +$6.36M +211,545 New
FT
4
Fiduciary Trust
Massachusetts
$4.34M -$171K -5,696 -4%
Bank of America
5
Bank of America
North Carolina
$4.06M +$161K +5,359 +4%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.3M -$54.5K -1,811 -2%
Wells Fargo
7
Wells Fargo
California
$1.81M -$49.6K -1,649 -3%
DFIM
8
Detwiler Fenton Investment Management
Massachusetts
$1.68M -$112K -3,709 -6%
LPL Financial
9
LPL Financial
California
$1.46M +$68.4K +2,275 +5%
SAM
10
SignalPoint Asset Management
Missouri
$1.11M +$123K +4,102 +12%
FIM
11
Freedom Investment Management
Connecticut
$907K +$4.54K +151 +0.5%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$783K +$27.9K +928 +4%
U
13
UBS
Switzerland
$692K +$35.9K +1,193 +5%
PI
14
Placemark Investments
Illinois
$691K +$101K +3,351 +17%
KFP
15
Keystone Financial Planning
Ohio
$312K -$237K -7,888 -43%
HTC
16
Haverford Trust Company
Pennsylvania
$222K – – –
CS
17
Credit Suisse
Switzerland
$211K +$211K +7,000 New
LS
18
Lattice Strategies
Pennsylvania
$202K +$202K +6,700 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$185K -$1.43M -47,693 -89%
AP
20
Advisors Preferred
Maryland
$182K +$182K +6,035 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$160K -$7.42K -247 -4%
AIG
22
American International Group
New York
$83K – – –
Ameriprise
23
Ameriprise
Minnesota
$72K -$16.6K -554 -19%
Creative Planning
24
Creative Planning
Kansas
$70K +$3.18K +106 +5%
CAL
25
Capital Advisors Ltd
Ohio
$56K – – –
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