WisdomTree New Economy Real Estate Fund
WTRE
32 hedge funds and large institutions have $37.6M invested in WisdomTree New Economy Real Estate Fund in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 6 closing their positions.
6% less funds holding
Funds holding: 34 → 32 (-2)
6.44% less ownership
Funds ownership: 37.19% → 30.76% (-6.4%)
17% less capital invested
Capital invested by funds: $45.2M → $37.6M (-$7.59M)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
54% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.03M |
| 2 |
Jane Street
New York
|
+$1.46M |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
+$948K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$871K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$168K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$8.47M |
| 2 |
DFIM
Detwiler Fenton Investment Management
Boston,
Massachusetts
|
-$1.31M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.28M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$557K |
| 5 |
Morgan Stanley
New York
|
-$477K |
WTRE Hedge Fund Activity: Q2 2015 in Review
32 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q2 2015, worth a combined $37.6M — down 17% from $45.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WTRE and 4 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 6 added.
The largest buyer was Susquehanna International Group, adding an estimated $3.03M. The largest seller was Janney Capital Management, exiting entirely with an estimated $8.47M sold.
- 32 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q2 2015, down from 34 in Q1 2015.
- Funds reported $37.6M of WisdomTree New Economy Real Estate Fund stock for Q2 2015, down 17% quarter-over-quarter.
- 4 funds opened new WisdomTree New Economy Real Estate Fund positions in Q2 2015 and 6 closed out, a net change of -2 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q2 2015 was Susquehanna International Group, an estimated $3.03M added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q2 2015 was Janney Capital Management, an estimated $8.47M sold.
Based on aggregated 13F filings for Q2 2015.