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WisdomTree New Economy Real Estate Fund
WTRE

Overview Fund Activity

34 hedge funds and large institutions have $23.8M invested in WisdomTree New Economy Real Estate Fund in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.07M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.21M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$764K
4
AG
Advisor Group
Arizona
$361K
5
Morgan Stanley
Morgan Stanley
New York
$3.81M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
SG Americas Securities
SG Americas Securities
New York
$0
3
Wells Fargo
Wells Fargo
California
$5.12M
4
UBS Group
UBS Group
Switzerland
$182K
5
FT
Fiduciary Trust
Massachusetts
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$5.12M -$237K -7,283 -4%
Morgan Stanley
2
Morgan Stanley
New York
$3.81M +$36.4K +1,119 +1%
FIM
3
Freedom Investment Management
Connecticut
$1.78M +$24.5K +754 +1%
FT
4
Fiduciary Trust
Massachusetts
$1.46M -$74K -2,273 -5%
S
5
SimplyRich
California
$1.25M +$1.25M +38,309 New
WIA
6
Wealthstreet Investment Advisors
Texas
$1.24M +$1.24M +38,220 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.21M +$489K +15,008 +68%
SAM
8
SignalPoint Asset Management
Missouri
$1.14M -$28.3K -869 -2%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$1.07M +$1.07M +32,708 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$764K +$464K +14,231 +154%
Creative Planning
11
Creative Planning
Kansas
$683K -$7.06K -217 -1%
Stifel Financial
12
Stifel Financial
Missouri
$589K -$16.8K -514 -3%
MWM
13
Mission Wealth Management
California
$557K – – –
Bank of America
14
Bank of America
North Carolina
$521K -$41.4K -1,273 -7%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$494K +$6.75K +207 +1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$493K -$43K -1,320 -8%
AG
17
Advisor Group
Arizona
$361K +$44.9K +1,379 +14%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$345K -$49K -1,506 -12%
LPL Financial
19
LPL Financial
California
$320K -$29.9K -917 -9%
UBS Group
20
UBS Group
Switzerland
$182K -$136K -4,164 -43%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$179K +$24.1K +742 +16%
CAL
22
Capital Advisors Ltd
Ohio
$61K – – –
APA
23
American Portfolios Advisors
New York
$52.3K +$52.3K +1,607 New
CFA
24
Carroll Financial Associates
North Carolina
$34K -$11.2K -350 -25%
FGC
25
Financial Gravity Companies
Texas
$14K +$14K +398 New
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