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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

34 hedge funds and large institutions have $39.2M invested in WisdomTree New Economy Real Estate Fund in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JCM
Janney Capital Management
Pennsylvania
$7.62M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$880K
3
U
UBS
Switzerland
$1.36M
4
VKH
Virtu KCG Holdings
New York
$452K
5
FIM
Freedom Investment Management
Connecticut
$1.22M

Top Sellers

1
AGA
Accuvest Global Advisors
Utah
$2.16M
2
Bank of America
Bank of America
North Carolina
$1.78M
3
Morgan Stanley
Morgan Stanley
New York
$8.96M
4
Wells Fargo
Wells Fargo
California
$1.47M
5
FT
Fiduciary Trust
Massachusetts
$3.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.96M -$1.08M -38,227 -11%
JCM
2
Janney Capital Management
Pennsylvania
$7.62M +$960K +33,909 +14%
FT
3
Fiduciary Trust
Massachusetts
$3.86M -$225K -7,957 -6%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.34M +$170K +6,004 +8%
AGA
5
Accuvest Global Advisors
Utah
$2.16M -$3.83M -135,140 -64%
Bank of America
6
Bank of America
North Carolina
$1.78M -$2.04M -72,066 -53%
DFIM
7
Detwiler Fenton Investment Management
Massachusetts
$1.63M +$42.1K +1,486 +3%
Wells Fargo
8
Wells Fargo
California
$1.47M -$239K -8,446 -14%
U
9
UBS
Switzerland
$1.36M +$712K +25,147 +109%
LPL Financial
10
LPL Financial
California
$1.36M +$394 +14 +0%
FIM
11
Freedom Investment Management
Connecticut
$1.22M +$369K +13,028 +43%
SAM
12
SignalPoint Asset Management
Missouri
$887K -$161K -5,693 -15%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$880K +$880K +31,070 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$730K -$7.36K -260 -1%
PI
15
Placemark Investments
Illinois
$715K +$63.7K +2,248 +10%
VKH
16
Virtu KCG Holdings
New York
$452K +$452K +15,943 New
Jane Street
17
Jane Street
New York
$346K +$346K +12,230 New
KeyBank National Association
18
KeyBank National Association
Ohio
$308K +$308K +10,875 New
KFP
19
Keystone Financial Planning
Ohio
$226K -$67.5K -2,385 -23%
HTC
20
Haverford Trust Company
Pennsylvania
$209K – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$174K – – –
Creative Planning
22
Creative Planning
Kansas
$102K +$35.8K +1,263 +54%
AIG
23
American International Group
New York
$78.1K – – –
Ameriprise
24
Ameriprise
Minnesota
$68K +$57 +2 +0.1%
GSC
25
Ground Swell Capital
South Carolina
$67K +$23.1K +817 +53%
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