WisdomTree New Economy Real Estate Fund
WTRE
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.
1.77% less ownership
Funds ownership: 32.2% → 30.42% (-1.8%)
12% less capital invested
Capital invested by funds: $36.7M → $32.4M (-$4.33M)
15% less funds holding
Funds holding: 41 → 35 (-6)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$195K |
| 2 |
RT
Rockland Trust
Hanover,
Massachusetts
|
+$153K |
| 3 |
Morgan Stanley
New York
|
+$65K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$37.1K |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$26.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$696K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$456K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$301K |
| 4 |
Jane Street
New York
|
-$293K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$226K |
WTRE Hedge Fund Activity: Q2 2019 in Review
35 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q2 2019, worth a combined $32.4M — down 12% from $36.7M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WTRE and 1 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 9 added.
The largest buyer was Bank of America, adding an estimated $195K. The largest seller was Wells Fargo, cutting an estimated $696K.
- 35 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q2 2019, down from 41 in Q1 2019.
- Funds reported $32.4M of WisdomTree New Economy Real Estate Fund stock for Q2 2019, down 12% quarter-over-quarter.
- 1 fund opened new WisdomTree New Economy Real Estate Fund positions in Q2 2019 and 6 closed out, a net change of -5 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q2 2019 was Bank of America, an estimated $195K added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q2 2019 was Wells Fargo, an estimated $696K sold.
Based on aggregated 13F filings for Q2 2019.