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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

34 hedge funds and large institutions have $30.3M invested in WisdomTree New Economy Real Estate Fund in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$2.61M
2
GLRA
Gerald L. Ray & Associates
Texas
$988K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$592K
4
Citadel Advisors
Citadel Advisors
Florida
$851K
5
LPL Financial
LPL Financial
California
$712K

Top Sellers

1
VWM
Venturi Wealth Management
Texas
$0
2
Morgan Stanley
Morgan Stanley
New York
$2.94M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
VKH
Virtu KCG Holdings
New York
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$214K
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
1
Janney Capital Management
Pennsylvania
$6.7M -$152K -5,264 -2%
FT
2
Fiduciary Trust
Massachusetts
$3.48M -$196K -6,811 -5%
Morgan Stanley
3
Morgan Stanley
New York
$2.94M -$1.12M -38,976 -28%
Jane Street
4
Jane Street
New York
$2.61M +$1.47M +51,106 +129%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.12M -$217K -7,542 -9%
Wells Fargo
6
Wells Fargo
California
$1.75M +$43.7K +1,517 +3%
SAM
7
SignalPoint Asset Management
Missouri
$1.59M +$347K +12,037 +28%
FIM
8
Freedom Investment Management
Connecticut
$1.44M +$75.5K +2,621 +6%
GLRA
9
Gerald L. Ray & Associates
Texas
$988K +$988K +34,329 New
Citadel Advisors
10
Citadel Advisors
Florida
$851K +$572K +19,878 +205%
GWM
11
Geneos Wealth Management
Colorado
$814K -$43.3K -1,505 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$763K -$56.6K -1,967 -7%
LPL Financial
13
LPL Financial
California
$712K +$488K +17,112 +218%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$592K +$592K +20,575 New
Creative Planning
15
Creative Planning
Kansas
$505K -$120K -4,167 -19%
MWM
16
Mission Wealth Management
California
$492K – – –
Bank of America
17
Bank of America
North Carolina
$349K +$1.61K +56 +0.5%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$335K -$22.2K -770 -6%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$265K -$33.1K -1,151 -11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$214K -$317K -11,019 -60%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$202K +$202K +6,992 New
CWM
22
Concert Wealth Management
California
$179K +$179K +6,203 New
AP
23
Advisors Preferred
Maryland
$155K +$153K +5,287 +6,370%
AG
24
Advisor Group
Arizona
$75K -$7.42K -256 -9%
CAL
25
Capital Advisors Ltd
Ohio
$54K – – –
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