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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

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
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
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$292K
2
SAM
SignalPoint Asset Management
Missouri
+$162K
3
BTS
BB&T Securities
Virginia
+$151K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$146K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$60K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.18M
2
Jane Street
Jane Street
New York
-$1.71M
3
Wells Fargo
Wells Fargo
California
-$754K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$598K
5
Morgan Stanley
Morgan Stanley
New York
-$557K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$8.49M -$754K -24,922 -8%
Morgan Stanley
2
Morgan Stanley
New York
$5.1M -$557K -18,408 -10%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.72M +$146K +4,812 +9%
S
4
SimplyRich
California
$1.37M -$242 -8 -0%
Jane Street
5
Jane Street
New York
$1.2M -$1.71M -56,634 -59%
FT
6
Fiduciary Trust
Massachusetts
$1.12M -$87.7K -2,898 -7%
SAM
7
SignalPoint Asset Management
Missouri
$1.04M +$162K +5,369 +19%
WIA
8
Wealthstreet Investment Advisors
Texas
$1.04M -$83.8K -2,769 -7%
Citadel Advisors
9
Citadel Advisors
Florida
$876K +$292K +9,669 +50%
Bank of America
10
Bank of America
North Carolina
$664K -$1.94K -64 -0.3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$600K +$60K +1,984 +11%
Creative Planning
12
Creative Planning
Kansas
$576K -$21.5K -709 -4%
Stifel Financial
13
Stifel Financial
Missouri
$559K -$212 -7 -0%
MWM
14
Mission Wealth Management
California
$526K – – –
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$518K – – –
BTS
16
BB&T Securities
Virginia
$484K +$151K +5,006 +46%
LPL Financial
17
LPL Financial
California
$289K -$6.78K -224 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$265K +$57.1K +1,889 +27%
AG
19
Advisor Group
Arizona
$208K -$330K -10,936 -61%
CAL
20
Capital Advisors Ltd
Ohio
$80K – – –
UBS Group
21
UBS Group
Switzerland
$63K – – –
SF
22
Synovus Financial
Georgia
$20K +$603 +20 +3%
KL
23
KWMG LLC
Kansas
$18K +$18K +582 New
AOWM
24
Alpha Omega Wealth Management
Virginia
$12K – – –
GRP
25
Global Retirement Partners
California
$10K – – –
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