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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
-4
Holders Change %
-11.43%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$705K
2
VWM
Venturi Wealth Management
Texas
+$495K
3
ACM
Argentus Capital Management
Texas
+$349K
4
Wells Fargo
Wells Fargo
California
+$303K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$272K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$2.77M
2
Morgan Stanley
Morgan Stanley
New York
-$2.56M
3
NPC
National Planning Corporation
California
-$822K
4
UBS Group
UBS Group
Switzerland
-$600K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$503K
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
1
Janney Capital Management
Pennsylvania
$6.65M -$334K -12,256 -5%
Morgan Stanley
2
Morgan Stanley
New York
$4.65M -$2.56M -94,081 -36%
FT
3
Fiduciary Trust
Massachusetts
$3.49M +$189K +6,946 +6%
VWM
4
Venturi Wealth Management
Texas
$3.04M +$495K +18,170 +19%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.38M -$44.3K -1,626 -2%
Wells Fargo
6
Wells Fargo
California
$1.64M +$303K +11,107 +23%
FIM
7
Freedom Investment Management
Connecticut
$1.24M -$5.32K -195 -0.4%
SAM
8
SignalPoint Asset Management
Missouri
$1.23M +$126K +4,620 +11%
Jane Street
9
Jane Street
New York
$1.15M +$705K +25,865 +158%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$893K -$50K -1,833 -5%
GWM
11
Geneos Wealth Management
Colorado
$847K +$847K +31,412 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$584K -$28K -1,029 -5%
Creative Planning
13
Creative Planning
Kansas
$581K +$79.4K +2,914 +16%
Bank of America
14
Bank of America
North Carolina
$528K -$287K -10,544 -35%
MWM
15
Mission Wealth Management
California
$466K +$92.7K +3,400 +25%
LPL Financial
16
LPL Financial
California
$410K -$4.09K -154 -1%
ACM
17
Argentus Capital Management
Texas
$349K +$349K +12,804 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$338K – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$326K +$64.4K +2,363 +25%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$272K +$272K +9,979 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$211K -$503K -18,434 -70%
AIG
22
American International Group
New York
$71K -$932 -34 -1%
CAL
23
Capital Advisors Ltd
Ohio
$51K – – –
CFA
24
Carroll Financial Associates
North Carolina
$42K +$10.1K +376 +32%
UBS Group
25
UBS Group
Switzerland
$35K -$600K -22,154 -94%
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