WisdomTree New Economy Real Estate Fund
WTRE
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.
1.35% more ownership
Funds ownership: 30.76% → 32.11% (+1.4%)
7% less capital invested
Capital invested by funds: $37.6M → $35.1M (-$2.55M)
9% less funds holding
Funds holding: 32 → 29 (-3)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$7.63M |
| 2 |
Jane Street
New York
|
+$821K |
| 3 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$228K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$139K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$103K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.69M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.18M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.14M |
| 4 |
Morgan Stanley
New York
|
-$934K |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$423K |
WTRE Hedge Fund Activity: Q3 2015 in Review
29 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q3 2015, worth a combined $35.1M — down 6.8% from $37.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WTRE and 4 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 7 added.
The largest buyer was Janney Capital Management, opening a new position worth an estimated $7.63M. The largest seller was Susquehanna International Group, cutting an estimated $2.69M.
- 29 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q3 2015, down from 32 in Q2 2015.
- Funds reported $35.1M of WisdomTree New Economy Real Estate Fund stock for Q3 2015, down 6.8% quarter-over-quarter.
- 4 funds opened new WisdomTree New Economy Real Estate Fund positions in Q3 2015 and 5 closed out, a net change of -1 holder.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q3 2015 was Janney Capital Management, an estimated $7.63M added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q3 2015 was Susquehanna International Group, an estimated $2.69M sold.
Based on aggregated 13F filings for Q3 2015.