WTRE icon

WisdomTree New Economy Real Estate Fund
WTRE

Overview Fund Activity

33 hedge funds and large institutions have $20.4M invested in WisdomTree New Economy Real Estate Fund in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
2
Increased
11
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$2.41M
2
Morgan Stanley
Morgan Stanley
New York
$3.26M
3
Bank of America
Bank of America
North Carolina
$500K
4
UBS Group
UBS Group
Switzerland
$164K
5
Wells Fargo
Wells Fargo
California
$2.07M

Top Sellers

1
JCM
Janney Capital Management
Pennsylvania
$0
2
ACM
Avalon Capital Management
California
$0
3
FT
Fiduciary Trust
Massachusetts
$1.57M
4
SG Americas Securities
SG Americas Securities
New York
$1.04M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$137K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.26M +$213K +7,251 +7%
Jane Street
2
Jane Street
New York
$2.41M +$1.49M +50,553 +161%
Wells Fargo
3
Wells Fargo
California
$2.07M +$108K +3,658 +5%
SAM
4
SignalPoint Asset Management
Missouri
$1.78M -$51.3K -1,745 -3%
FT
5
Fiduciary Trust
Massachusetts
$1.57M -$941K -32,014 -38%
FIM
6
Freedom Investment Management
Connecticut
$1.52M -$5.65K -192 -0.4%
GLRA
7
Gerald L. Ray & Associates
Texas
$1.11M +$42.3K +1,436 +4%
SG Americas Securities
8
SG Americas Securities
New York
$1.04M -$581K -19,764 -36%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.02M -$302K -10,258 -23%
Creative Planning
10
Creative Planning
Kansas
$572K -$5.03K -171 -0.9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$566K -$166K -5,645 -23%
Stifel Financial
12
Stifel Financial
Missouri
$543K +$54.9K +1,854 +11%
MWM
13
Mission Wealth Management
California
$503K – – –
Bank of America
14
Bank of America
North Carolina
$500K +$201K +6,809 +67%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$425K +$8.83K +300 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$351K -$2.94K -100 -0.8%
LPL Financial
17
LPL Financial
California
$309K +$78.4K +2,669 +34%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$251K – – –
UBS Group
19
UBS Group
Switzerland
$164K +$144K +4,901 +714%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$137K -$398K -13,498 -74%
AG
21
Advisor Group
Arizona
$92K +$65.4K +2,209 +246%
CAL
22
Capital Advisors Ltd
Ohio
$55K – – –
CFA
23
Carroll Financial Associates
North Carolina
$41K – – –
SF
24
Synovus Financial
Georgia
$18K +$552 +19 +3%
GRP
25
Global Retirement Partners
California
$13K – – –
1
2