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WisdomTree New Economy Real Estate Fund

35 hedge funds and large institutions have $26.9M invested in WisdomTree New Economy Real Estate Fund in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3535 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4.66% less ownership

Funds ownership: 31.95%27.29% (-4.7%)

22% less capital invested

Capital invested by funds: $34.4M → $26.9M (-$7.57M)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$8.49M -$798K -24,922 -8%
Morgan Stanley
2
Morgan Stanley
New York
$5.1M -$589K -18,408 -10%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.72M +$154K +4,812 +9%
S
4
SimplyRich
California
$1.37M -$256 -8 -0%
Jane Street
5
Jane Street
New York
$1.2M -$1.81M -56,634 -59%
FT
6
Fiduciary Trust
Massachusetts
$1.12M -$92.7K -2,898 -7%
SAM
7
SignalPoint Asset Management
Missouri
$1.04M +$172K +5,369 +19%
WIA
8
Wealthstreet Investment Advisors
Texas
$1.03M -$88.6K -2,769 -7%
Citadel Advisors
9
Citadel Advisors
Florida
$876K +$309K +9,669 +50%
Bank of America
10
Bank of America
North Carolina
$664K -$2.05K -64 -0.3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$600K +$63.5K +1,984 +11%
Creative Planning
12
Creative Planning
Kansas
$576K -$22.7K -709 -4%
Stifel Financial
13
Stifel Financial
Missouri
$559K -$224 -7 -0%
MWM
14
Mission Wealth Management
California
$526K
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$518K
BTS
16
BB&T Securities
Virginia
$484K +$160K +5,006 +46%
LPL Financial
17
LPL Financial
California
$289K -$7.17K -224 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$265K +$60.5K +1,889 +27%
AG
19
Advisor Group
Arizona
$208K -$350K -10,936 -61%
CAL
20
Capital Advisors Ltd
Ohio
$80K
UBS Group
21
UBS Group
Switzerland
$63K
SF
22
Synovus Financial
Georgia
$20K +$640 +20 +3%
KL
23
KWMG LLC
Kansas
$18K +$18.6K +582 New
AOWM
24
Alpha Omega Wealth Management
Virginia
$12K
GRP
25
Global Retirement Partners
California
$10K

WTRE Hedge Fund Activity: Q2 2018 in Review

35 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q2 2018, worth a combined $26.9M — down 22% from $34.4M a quarter earlier.

Fund positioning in WTRE was balanced in Q2 2018: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 13 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $309K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.18M sold.

  • 35 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $26.9M of WisdomTree New Economy Real Estate Fund stock for Q2 2018, down 22% quarter-over-quarter.
  • 4 funds opened new WisdomTree New Economy Real Estate Fund positions in Q2 2018 and 4 closed out, a net change of 0 holders.
  • The largest WisdomTree New Economy Real Estate Fund buyer in Q2 2018 was Citadel Advisors, an estimated $309K added.
  • The largest WisdomTree New Economy Real Estate Fund seller in Q2 2018 was Susquehanna International Group, an estimated $2.18M sold.

Based on aggregated 13F filings for Q2 2018.