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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

35 hedge funds and large institutions have $32.4M invested in WisdomTree New Economy Real Estate Fund in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-6
Holders Change %
-14.63%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$189K
2
RT
Rockland Trust
Massachusetts
+$149K
3
Morgan Stanley
Morgan Stanley
New York
+$62.9K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$36K
5
FFN
Focus Financial Network
Minnesota
+$25.7K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$675K
2
Citadel Advisors
Citadel Advisors
Florida
-$456K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$301K
4
Jane Street
Jane Street
New York
-$284K
5
BCI
Brinker Capital Investments
Pennsylvania
-$219K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.43M +$62.9K +2,070 +0.9%
BCI
2
Brinker Capital Investments
Pennsylvania
$7.25M -$219K -7,196 -3%
Wells Fargo
3
Wells Fargo
California
$2.25M -$675K -22,182 -23%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.12M +$36K +1,183 +2%
Jane Street
5
Jane Street
New York
$2M -$284K -9,328 -12%
HWA
6
HHM Wealth Advisors
Tennessee
$1.54M -$13.2K -434 -0.9%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.37M -$138K -4,532 -9%
RT
8
Rockland Trust
Massachusetts
$1.1M +$149K +4,886 +16%
Bank of America
9
Bank of America
North Carolina
$949K +$189K +6,212 +25%
WIA
10
Wealthstreet Investment Advisors
Texas
$939K -$9.16K -301 -1%
BTS
11
BB&T Securities
Virginia
$825K -$60.7K -1,999 -7%
SAM
12
SignalPoint Asset Management
Missouri
$764K -$169K -5,566 -18%
S
13
SimplyRich
California
$696K -$7.63K -251 -1%
Stifel Financial
14
Stifel Financial
Missouri
$530K -$2.38K -78 -0.4%
MWM
15
Mission Wealth Management
California
$529K – – –
FFN
16
Focus Financial Network
Minnesota
$359K +$25.7K +844 +8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$354K -$19.3K -634 -5%
LPL Financial
18
LPL Financial
California
$286K -$9.87K -324 -3%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$285K +$10.7K +350 +4%
SPIA
20
Steward Partners Investment Advisory
New York
$270K -$86.2K -2,834 -24%
UBS Group
21
UBS Group
Switzerland
$233K +$12.6K +415 +6%
AG
22
Advisor Group
Arizona
$95K -$34.2K -1,121 -26%
CFGS
23
Concourse Financial Group Securities
Alabama
$75K +$13.8K +454 +22%
CAL
24
Capital Analysts LLC
Pennsylvania
$70K – – –
SF
25
Synovus Financial
Georgia
$21K +$957 +32 +5%
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