WisdomTree New Economy Real Estate Fund
WTRE
31 hedge funds and large institutions have $24M invested in WisdomTree New Economy Real Estate Fund in 2017 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 2 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
18% more capital invested
Capital invested by funds: $20.4M → $24M (+$3.66M)
1.98% more ownership
Funds ownership: 25.15% → 27.13% (+2%)
6% less funds holding
Funds holding: 33 → 31 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.92M |
| 2 |
Jane Street
New York
|
+$783K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$204K |
| 4 |
Morgan Stanley
New York
|
+$158K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$129K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$768K |
| 2 |
SG Americas Securities
New York
|
-$752K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$389K |
| 4 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$195K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$85.6K |
WTRE Hedge Fund Activity: Q3 2017 in Review
31 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q3 2017, worth a combined $24M — up 18% from $20.4M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WTRE and 0 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 14 added.
The largest buyer was Wells Fargo, adding an estimated $2.92M. The largest seller was SignalPoint Asset Management, cutting an estimated $768K.
- 31 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q3 2017, down from 33 in Q2 2017.
- Funds reported $24M of WisdomTree New Economy Real Estate Fund stock for Q3 2017, up 18% quarter-over-quarter.
- 0 funds opened new WisdomTree New Economy Real Estate Fund positions in Q3 2017 and 2 closed out, a net change of -2 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q3 2017 was Wells Fargo, an estimated $2.92M added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q3 2017 was SignalPoint Asset Management, an estimated $768K sold.
Based on aggregated 13F filings for Q3 2017.