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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
14
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$5.2M
2
Jane Street
Jane Street
New York
$3.39M
3
AG
Advisor Group
Arizona
$306K
4
Morgan Stanley
Morgan Stanley
New York
$3.67M
5
UBS Group
UBS Group
Switzerland
$308K

Top Sellers

1
SAM
SignalPoint Asset Management
Missouri
$1.13M
2
SG Americas Securities
SG Americas Securities
New York
$346K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$699K
4
FT
Fiduciary Trust
Massachusetts
$1.49M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$520K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$5.2M +$2.98M +94,319 +134%
Morgan Stanley
2
Morgan Stanley
New York
$3.67M +$161K +5,099 +5%
Jane Street
3
Jane Street
New York
$3.39M +$801K +25,331 +31%
FIM
4
Freedom Investment Management
Connecticut
$1.7M +$70.2K +2,219 +4%
FT
5
Fiduciary Trust
Massachusetts
$1.49M -$200K -6,320 -12%
GLRA
6
Gerald L. Ray & Associates
Texas
$1.14M -$56.2K -1,778 -5%
SAM
7
SignalPoint Asset Management
Missouri
$1.13M -$784K -24,839 -41%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$699K -$397K -12,575 -36%
Creative Planning
9
Creative Planning
Kansas
$670K +$56K +1,773 +9%
Stifel Financial
10
Stifel Financial
Missouri
$587K +$8.06K +255 +1%
Bank of America
11
Bank of America
North Carolina
$547K +$9.94K +314 +2%
MWM
12
Mission Wealth Management
California
$541K – – –
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$520K -$87.4K -2,768 -14%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$473K +$16.1K +510 +4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$383K +$5.44K +172 +1%
SG Americas Securities
16
SG Americas Securities
New York
$346K -$769K -24,312 -69%
LPL Financial
17
LPL Financial
California
$339K +$6.85K +217 +2%
UBS Group
18
UBS Group
Switzerland
$308K +$132K +4,164 +75%
AG
19
Advisor Group
Arizona
$306K +$208K +6,593 +212%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$291K +$22.3K +706 +8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$151K +$3.93K +124 +3%
CAL
22
Capital Advisors Ltd
Ohio
$59K – – –
CFA
23
Carroll Financial Associates
North Carolina
$45K – – –
AOWM
24
Alpha Omega Wealth Management
Virginia
$13K – – –
GRP
25
Global Retirement Partners
California
$10K -$3.77K -125 -27%
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