WisdomTree New Economy Real Estate Fund
WTRE
38 hedge funds and large institutions have $34.1M invested in WisdomTree New Economy Real Estate Fund in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 5 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
28% more capital invested
Capital invested by funds: $26.7M → $34.1M (+$7.41M)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
8.59% more ownership
Funds ownership: 25.92% → 34.52% (+8.6%)
3% more funds holding
Funds holding: 37 → 38 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$7.03M |
| 2 |
Morgan Stanley
New York
|
+$1.14M |
| 3 |
Jane Street
New York
|
+$967K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$947K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$837K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$3.6M |
| 2 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$980K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$288K |
| 4 |
PFC
Personal Financial Consultants
Lafayette,
California
|
-$207K |
| 5 |
WIA
Wealthstreet Investment Advisors
Dallas,
Texas
|
-$125K |
WTRE Hedge Fund Activity: Q4 2018 in Review
38 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q4 2018, worth a combined $34.1M — up 28% from $26.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new WTRE positions and 5 closed out — a net gain of 1 holder — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $7.03M. The largest seller was Wells Fargo, cutting an estimated $3.6M.
- 38 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q4 2018, up from 37 in Q3 2018.
- Funds reported $34.1M of WisdomTree New Economy Real Estate Fund stock for Q4 2018, up 28% quarter-over-quarter.
- 6 funds opened new WisdomTree New Economy Real Estate Fund positions in Q4 2018 and 5 closed out, a net change of +1 holder.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q4 2018 was Brinker Capital Investments, an estimated $7.03M added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q4 2018 was Wells Fargo, an estimated $3.6M sold.
Based on aggregated 13F filings for Q4 2018.