WisdomTree New Economy Real Estate Fund
WTRE
34 hedge funds and large institutions have $24M invested in WisdomTree New Economy Real Estate Fund in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 6 closing their positions.
32.17% more ownership
Funds ownership: 0% → 32.17% (+32%)
3% less funds holding
Funds holding: 35 → 34 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
21% less capital invested
Capital invested by funds: $30.4M → $24M (-$6.4M)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$737K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$287K |
| 3 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$145K |
| 4 |
GLRA
Gerald L. Ray & Associates
Dallas,
Texas
|
+$81.9K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.39M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$826K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$592K |
| 4 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$312K |
| 5 |
Morgan Stanley
New York
|
-$238K |
WTRE Hedge Fund Activity: Q4 2016 in Review
34 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q4 2016, worth a combined $24M — down 21% from $30.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WTRE and 5 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 8 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $737K. The largest seller was Jane Street, cutting an estimated $1.39M.
- 34 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q4 2016, down from 35 in Q3 2016.
- Funds reported $24M of WisdomTree New Economy Real Estate Fund stock for Q4 2016, down 21% quarter-over-quarter.
- 5 funds opened new WisdomTree New Economy Real Estate Fund positions in Q4 2016 and 6 closed out, a net change of -1 holder.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q4 2016 was Susquehanna International Group, an estimated $737K added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q4 2016 was Jane Street, an estimated $1.39M sold.
Based on aggregated 13F filings for Q4 2016.