WisdomTree New Economy Real Estate Fund
WTRE
36 hedge funds and large institutions have $42.6M invested in WisdomTree New Economy Real Estate Fund in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 5 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
9% more capital invested
Capital invested by funds: $39.2M → $42.6M (+$3.34M)
6% more funds holding
Funds holding: 34 → 36 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.29M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.03M |
| 3 |
Jane Street
New York
|
+$892K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$707K |
| 5 |
Goldman Sachs
New York
|
+$546K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$2.16M |
| 2 |
Morgan Stanley
New York
|
-$1.66M |
| 3 |
LPL Financial
San Diego,
California
|
-$528K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$452K |
| 5 |
KeyBank National Association
Cleveland,
Ohio
|
-$308K |
WTRE Hedge Fund Activity: Q4 2014 in Review
36 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q4 2014, worth a combined $42.6M — up 8.5% from $39.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WTRE positions and 5 closed out — a net gain of 4 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Bank of America, adding an estimated $4.29M. The largest seller was Accuvest Global Advisors, exiting entirely with an estimated $2.16M sold.
- 36 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q4 2014, up from 34 in Q3 2014.
- Funds reported $42.6M of WisdomTree New Economy Real Estate Fund stock for Q4 2014, up 8.5% quarter-over-quarter.
- 9 funds opened new WisdomTree New Economy Real Estate Fund positions in Q4 2014 and 5 closed out, a net change of +4 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q4 2014 was Bank of America, an estimated $4.29M added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q4 2014 was Accuvest Global Advisors, an estimated $2.16M sold.
Based on aggregated 13F filings for Q4 2014.