WisdomTree New Economy Real Estate Fund
WTRE
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.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
8% more funds holding
Funds holding: 38 → 41 (+3)
8% more capital invested
Capital invested by funds: $34.1M → $36.7M (+$2.62M)
2.32% less ownership
Funds ownership: 34.52% → 32.2% (-2.3%)
50% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$904K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$115K |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$98.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$65.9K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$59.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.24M |
| 2 |
S
SimplyRich
Carlsbad,
California
|
-$715K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$621K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$442K |
| 5 |
HWA
HHM Wealth Advisors
Chattanooga,
Tennessee
|
-$287K |
WTRE Hedge Fund Activity: Q1 2019 in Review
41 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q1 2019, worth a combined $36.7M — up 7.7% from $34.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WTRE positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 18 trimmed.
The largest buyer was Jane Street, adding an estimated $904K. The largest seller was Wells Fargo, cutting an estimated $1.24M.
- 41 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q1 2019, up from 38 in Q4 2018.
- Funds reported $36.7M of WisdomTree New Economy Real Estate Fund stock for Q1 2019, up 7.7% quarter-over-quarter.
- 5 funds opened new WisdomTree New Economy Real Estate Fund positions in Q1 2019 and 2 closed out, a net change of +3 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q1 2019 was Jane Street, an estimated $904K added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q1 2019 was Wells Fargo, an estimated $1.24M sold.
Based on aggregated 13F filings for Q1 2019.