WisdomTree New Economy Real Estate Fund
WTRE
35 hedge funds and large institutions have $30.4M invested in WisdomTree New Economy Real Estate Fund in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
6% more funds holding
Funds holding: 33 → 35 (+2)
2% less capital invested
Capital invested by funds: $31M → $30.4M (-$638K)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.46M |
| 2 |
GLRA
Gerald L. Ray & Associates
Dallas,
Texas
|
+$984K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$590K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$570K |
| 5 |
LPL Financial
San Diego,
California
|
+$490K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$3.61M |
| 2 |
Morgan Stanley
New York
|
-$1.12M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$789K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$388K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$316K |
WTRE Hedge Fund Activity: Q3 2016 in Review
35 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q3 2016, worth a combined $30.4M — down 2.1% from $31M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WTRE positions and 5 closed out — a net gain of 2 holders — while 9 added to existing stakes and 12 trimmed.
The largest buyer was Jane Street, adding an estimated $1.46M. The largest seller was Venturi Wealth Management, exiting entirely with an estimated $3.61M sold.
- 35 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q3 2016, up from 33 in Q2 2016.
- Funds reported $30.4M of WisdomTree New Economy Real Estate Fund stock for Q3 2016, down 2.1% quarter-over-quarter.
- 7 funds opened new WisdomTree New Economy Real Estate Fund positions in Q3 2016 and 5 closed out, a net change of +2 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q3 2016 was Jane Street, an estimated $1.46M added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q3 2016 was Venturi Wealth Management, an estimated $3.61M sold.
Based on aggregated 13F filings for Q3 2016.