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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

29 hedge funds and large institutions have $35.1M invested in WisdomTree New Economy Real Estate Fund in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JCM
Janney Capital Management
Pennsylvania
$7.24M
2
Jane Street
Jane Street
New York
$2.36M
3
BFG
Bouchey Financial Group
New York
$217K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.26M
5
Creative Planning
Creative Planning
Kansas
$458K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$586K
2
Bank of America
Bank of America
North Carolina
$3.43M
3
LPL Financial
LPL Financial
California
$248K
4
Morgan Stanley
Morgan Stanley
New York
$7.02M
5
FIM
Freedom Investment Management
Connecticut
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
1
Janney Capital Management
Pennsylvania
$7.24M +$7.24M +278,679 New
Morgan Stanley
2
Morgan Stanley
New York
$7.02M -$887K -34,141 -11%
Bank of America
3
Bank of America
North Carolina
$3.43M -$2.07M -79,801 -38%
FT
4
Fiduciary Trust
Massachusetts
$3.31M +$25.4K +979 +0.8%
Jane Street
5
Jane Street
New York
$2.36M +$780K +30,006 +49%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.26M +$132K +5,075 +6%
Wells Fargo
7
Wells Fargo
California
$1.35M -$9.43K -363 -0.7%
SAM
8
SignalPoint Asset Management
Missouri
$1.1M +$26.1K +1,003 +2%
FIM
9
Freedom Investment Management
Connecticut
$1.08M -$611K -15,460 -36%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$953K -$42K -1,615 -4%
NPC
11
National Planning Corporation
California
$905K +$45.2K +1,643 +5%
Citadel Advisors
12
Citadel Advisors
Florida
$830K +$84.4K +3,243 +11%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$625K -$72.3K -2,779 -10%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$586K -$2.56M -98,474 -81%
Creative Planning
15
Creative Planning
Kansas
$458K +$98.1K +3,773 +27%
MWM
16
Mission Wealth Management
California
$356K -$33.8K -1,300 -9%
LPL Financial
17
LPL Financial
California
$248K -$1.12M -41,776 -82%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$241K -$31.7K -1,223 -12%
BFG
19
Bouchey Financial Group
New York
$217K +$217K +8,331 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$164K -$34.4K -1,326 -17%
UBS Group
21
UBS Group
Switzerland
$118K -$42.9K -1,646 -27%
AIG
22
American International Group
New York
$67K – – –
CAL
23
Capital Advisors Ltd
Ohio
$49K – – –
CFA
24
Carroll Financial Associates
North Carolina
$49K +$49K +1,819 New
ASN
25
Advisory Services Network
Georgia
$20K +$20K +780 New
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