WTRE icon

WisdomTree New Economy Real Estate Fund
WTRE

Overview Fund Activity

35 hedge funds and large institutions have $34.4M invested in WisdomTree New Economy Real Estate Fund in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$4.77M
2
Jane Street
Jane Street
New York
+$3.1M
3
Morgan Stanley
Morgan Stanley
New York
+$2.25M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$989K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$918K

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
-$1.78M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$433K
3
SAM
SignalPoint Asset Management
Missouri
-$193K
4
FT
Fiduciary Trust
Massachusetts
-$161K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$132K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$9.83M +$4.77M +148,134 +94%
Morgan Stanley
2
Morgan Stanley
New York
$6.02M +$2.25M +69,971 +60%
Jane Street
3
Jane Street
New York
$3.1M +$3.1M +96,229 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.18M +$989K +30,723 +83%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.67M +$918K +28,519 +122%
S
6
SimplyRich
California
$1.46M +$226K +7,020 +18%
FT
7
Fiduciary Trust
Massachusetts
$1.28M -$161K -4,999 -11%
WIA
8
Wealthstreet Investment Advisors
Texas
$1.19M -$39.8K -1,236 -3%
SAM
9
SignalPoint Asset Management
Missouri
$930K -$193K -5,992 -17%
Bank of America
10
Bank of America
North Carolina
$708K +$193K +5,983 +37%
Creative Planning
11
Creative Planning
Kansas
$635K -$39.9K -1,240 -6%
Citadel Advisors
12
Citadel Advisors
Florida
$621K +$621K +19,292 New
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$619K -$433K -13,466 -41%
Stifel Financial
14
Stifel Financial
Missouri
$597K +$13.8K +426 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$574K +$87.1K +2,707 +18%
AG
16
Advisor Group
Arizona
$573K +$217K +6,745 +61%
MWM
17
Mission Wealth Management
California
$559K +$9.01K +280 +2%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$518K +$30.2K +939 +6%
BTS
19
BB&T Securities
Virginia
$353K +$353K +11,002 New
LPL Financial
20
LPL Financial
California
$314K -$1.58K -49 -0.5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$221K +$44.1K +1,374 +25%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$209K -$132K -4,092 -39%
CAL
23
Capital Advisors Ltd
Ohio
$85K +$25.1K +783 +42%
UBS Group
24
UBS Group
Switzerland
$67K -$114K -3,514 -63%
SEI Investments
25
SEI Investments
Pennsylvania
$28K +$27.7K +876 +10,950%
1
2