WisdomTree New Economy Real Estate Fund
WTRE
34 hedge funds and large institutions have $45.2M invested in WisdomTree New Economy Real Estate Fund in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 6 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
6% more capital invested
Capital invested by funds: $42.6M → $45.2M (+$2.63M)
6% less funds holding
Funds holding: 36 → 34 (-2)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.8M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.28M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$934K |
| 4 |
LPL Financial
San Diego,
California
|
+$627K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$541K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.37M |
| 2 |
Jane Street
New York
|
-$893K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$477K |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$259K |
| 5 |
KFP
Keystone Financial Planning
Cleveland,
Ohio
|
-$225K |
WTRE Hedge Fund Activity: Q1 2015 in Review
34 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q1 2015, worth a combined $45.2M — up 6.2% from $42.6M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WTRE and 5 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 14 added.
The largest buyer was Morgan Stanley, adding an estimated $1.8M. The largest seller was Susquehanna International Group, cutting an estimated $2.37M.
- 34 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q1 2015, down from 36 in Q4 2014.
- Funds reported $45.2M of WisdomTree New Economy Real Estate Fund stock for Q1 2015, up 6.2% quarter-over-quarter.
- 5 funds opened new WisdomTree New Economy Real Estate Fund positions in Q1 2015 and 6 closed out, a net change of -1 holder.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q1 2015 was Morgan Stanley, an estimated $1.8M added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q1 2015 was Susquehanna International Group, an estimated $2.37M sold.
Based on aggregated 13F filings for Q1 2015.