WisdomTree New Economy Real Estate Fund
WTRE
37 hedge funds and large institutions have $27.4M invested in WisdomTree New Economy Real Estate Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
14% more capital invested
Capital invested by funds: $24M → $27.4M (+$3.4M)
9% more funds holding
Funds holding: 34 → 37 (+3)
0.74% more ownership
Funds ownership: 32.17% → 32.91% (+0.74%)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$3.36M |
| 2 |
SG Americas Securities
New York
|
+$1.49M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$466K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$445K |
| 5 |
Morgan Stanley
New York
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$2.05M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.02M |
| 3 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$643K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$622K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$479K |
WTRE Hedge Fund Activity: Q1 2017 in Review
37 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q1 2017, worth a combined $27.4M — up 14% from $24M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WTRE positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 11 trimmed.
The largest buyer was Avalon Capital Management, opening a new position worth an estimated $3.36M. The largest seller was Janney Capital Management, cutting an estimated $2.05M.
- 37 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q1 2017, up from 34 in Q4 2016.
- Funds reported $27.4M of WisdomTree New Economy Real Estate Fund stock for Q1 2017, up 14% quarter-over-quarter.
- 7 funds opened new WisdomTree New Economy Real Estate Fund positions in Q1 2017 and 3 closed out, a net change of +4 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q1 2017 was Avalon Capital Management, an estimated $3.36M added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q1 2017 was Janney Capital Management, an estimated $2.05M sold.
Based on aggregated 13F filings for Q1 2017.