WisdomTree New Economy Real Estate Fund
WTRE
31 hedge funds and large institutions have $31.5M invested in WisdomTree New Economy Real Estate Fund in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 8 closing their positions.
11% less capital invested
Capital invested by funds: $35.5M → $31.5M (-$3.92M)
11% less funds holding
Funds holding: 35 → 31 (-4)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$646K |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$454K |
| 3 |
ACM
Argentus Capital Management
Dallas,
Texas
|
+$320K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$278K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$249K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.77M |
| 2 |
Morgan Stanley
New York
|
-$2.35M |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
-$822K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$554K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$461K |
WTRE Hedge Fund Activity: Q1 2016 in Review
31 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q1 2016, worth a combined $31.5M — down 11% from $35.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of WTRE and 4 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 9 added.
The largest buyer was Jane Street, adding an estimated $646K. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.77M sold.
- 31 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q1 2016, down from 35 in Q4 2015.
- Funds reported $31.5M of WisdomTree New Economy Real Estate Fund stock for Q1 2016, down 11% quarter-over-quarter.
- 4 funds opened new WisdomTree New Economy Real Estate Fund positions in Q1 2016 and 8 closed out, a net change of -4 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q1 2016 was Jane Street, an estimated $646K added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q1 2016 was Citadel Advisors, an estimated $2.77M sold.
Based on aggregated 13F filings for Q1 2016.