WisdomTree New Economy Real Estate Fund
WTRE
37 hedge funds and large institutions have $26.7M invested in WisdomTree New Economy Real Estate Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
6% more funds holding
Funds holding: 35 → 37 (+2)
1% less capital invested
Capital invested by funds: $26.9M → $26.7M (-$182K)
1.36% less ownership
Funds ownership: 27.29% → 25.92% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.19M |
| 2 |
RT
Rockland Trust
Hanover,
Massachusetts
|
+$844K |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$228K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$199K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$150K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$859K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$510K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$459K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$265K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$223K |
WTRE Hedge Fund Activity: Q3 2018 in Review
37 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q3 2018, worth a combined $26.7M — down 0.68% from $26.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new WTRE positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.19M. The largest seller was Jane Street, cutting an estimated $859K.
- 37 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q3 2018, up from 35 in Q2 2018.
- Funds reported $26.7M of WisdomTree New Economy Real Estate Fund stock for Q3 2018, down 0.68% quarter-over-quarter.
- 6 funds opened new WisdomTree New Economy Real Estate Fund positions in Q3 2018 and 4 closed out, a net change of +2 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q3 2018 was Morgan Stanley, an estimated $1.19M added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q3 2018 was Jane Street, an estimated $859K sold.
Based on aggregated 13F filings for Q3 2018.