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WisdomTree New Economy Real Estate Fund
WTRE

Overview Fund Activity

41 hedge funds and large institutions have $36.7M invested in WisdomTree New Economy Real Estate Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$953K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$122K
3
AP
Advisors Preferred
Maryland
+$103K
4
UBS Group
UBS Group
Switzerland
+$69.4K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$62.6K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.31M
2
S
SimplyRich
California
-$754K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$655K
4
Citadel Advisors
Citadel Advisors
Florida
-$466K
5
HWA
HHM Wealth Advisors
Tennessee
-$303K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$7.89M -$141K -4,387 -2%
Morgan Stanley
2
Morgan Stanley
New York
$7.78M -$207K -6,458 -3%
Wells Fargo
3
Wells Fargo
California
$3.09M -$1.31M -40,841 -30%
Jane Street
4
Jane Street
New York
$2.41M +$953K +29,664 +65%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.2M +$62.6K +1,948 +3%
HWA
6
HHM Wealth Advisors
Tennessee
$1.64M -$303K -9,437 -16%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.59M -$157K -4,898 -9%
RT
8
Rockland Trust
Massachusetts
$1.01M -$29.3K -913 -3%
WIA
9
Wealthstreet Investment Advisors
Texas
$1M +$43.4K +1,352 +5%
SAM
10
SignalPoint Asset Management
Missouri
$986K -$176K -5,475 -15%
BTS
11
BB&T Securities
Virginia
$936K +$2.6K +81 +0.3%
Bank of America
12
Bank of America
North Carolina
$802K -$78.3K -2,437 -9%
S
13
SimplyRich
California
$744K -$754K -23,470 -50%
Stifel Financial
14
Stifel Financial
Missouri
$561K -$9.8K -305 -2%
MWM
15
Mission Wealth Management
California
$558K – – –
Citadel Advisors
16
Citadel Advisors
Florida
$456K -$466K -14,501 -51%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$394K +$122K +3,788 +45%
SPIA
18
Steward Partners Investment Advisory
New York
$376K -$12.8K -400 -3%
FFN
19
Focus Financial Network
Minnesota
$352K +$352K +10,960 New
LPL Financial
20
LPL Financial
California
$312K -$1.12K -35 -0.4%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$301K -$655K -20,402 -69%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$290K +$29.3K +909 +11%
UBS Group
23
UBS Group
Switzerland
$233K +$69.4K +2,162 +42%
Creative Planning
24
Creative Planning
Kansas
$211K -$24.9K -774 -11%
AG
25
Advisor Group
Arizona
$136K -$31.6K -983 -19%
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