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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.16M
2
RT
Rockland Trust
Massachusetts
+$824K
3
BTS
BB&T Securities
Virginia
+$223K
4
SPIA
Steward Partners Investment Advisory
New York
+$194K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$147K

Top Sellers

1
Jane Street
Jane Street
New York
-$839K
2
Citadel Advisors
Citadel Advisors
Florida
-$498K
3
Wells Fargo
Wells Fargo
California
-$449K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$265K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$218K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$7.8M -$449K -15,254 -5%
Morgan Stanley
2
Morgan Stanley
New York
$6.13M +$1.16M +39,575 +23%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.82M +$147K +4,987 +9%
S
4
SimplyRich
California
$1.35M +$13K +441 +1%
SAM
5
SignalPoint Asset Management
Missouri
$1.02M +$7.24K +246 +0.7%
WIA
6
Wealthstreet Investment Advisors
Texas
$1.01M +$1.59K +54 +0.2%
FT
7
Fiduciary Trust
Massachusetts
$980K -$104K -3,550 -10%
RT
8
Rockland Trust
Massachusetts
$824K +$824K +28,025 New
BTS
9
BB&T Securities
Virginia
$693K +$223K +7,574 +47%
Bank of America
10
Bank of America
North Carolina
$690K +$44.8K +1,523 +7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$610K +$26.7K +908 +5%
Stifel Financial
12
Stifel Financial
Missouri
$526K -$17.2K -585 -3%
Creative Planning
13
Creative Planning
Kansas
$517K -$42.6K -1,448 -8%
MWM
14
Mission Wealth Management
California
$511K – – –
LPL Financial
15
LPL Financial
California
$366K +$85K +2,889 +30%
Citadel Advisors
16
Citadel Advisors
Florida
$354K -$498K -16,926 -58%
Jane Street
17
Jane Street
New York
$325K -$839K -28,540 -72%
AG
18
Advisor Group
Arizona
$273K +$70.8K +2,412 +35%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$256K -$218K -7,400 -46%
PFC
20
Personal Financial Consultants
California
$207K +$207K +7,044 New
SPIA
21
Steward Partners Investment Advisory
New York
$194K +$194K +6,600 New
CAL
22
Capital Advisors Ltd
Ohio
$78K – – –
UBS Group
23
UBS Group
Switzerland
$61K – – –
SF
24
Synovus Financial
Georgia
$20K +$150 +5 +0.8%
KL
25
KWMG LLC
Kansas
$17K – – –
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