WisdomTree New Economy Real Estate Fund
WTRE
41 hedge funds and large institutions have $29.9M invested in WisdomTree New Economy Real Estate Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
17% more funds holding
Funds holding: 35 → 41 (+6)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
0.86% less ownership
Funds ownership: 30.42% → 29.56% (-0.86%)
8% less capital invested
Capital invested by funds: $32.4M → $29.9M (-$2.53M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$306K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$286K |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$279K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$260K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$257K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$881K |
| 2 |
WIA
Wealthstreet Investment Advisors
Dallas,
Texas
|
-$635K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$522K |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$456K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$407K |
WTRE Hedge Fund Activity: Q3 2019 in Review
41 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q3 2019, worth a combined $29.9M — down 7.8% from $32.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WTRE positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 11 trimmed.
The largest buyer was UBS Group, adding an estimated $306K. The largest seller was Jane Street, cutting an estimated $881K.
- 41 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q3 2019, up from 35 in Q2 2019.
- Funds reported $29.9M of WisdomTree New Economy Real Estate Fund stock for Q3 2019, down 7.8% quarter-over-quarter.
- 9 funds opened new WisdomTree New Economy Real Estate Fund positions in Q3 2019 and 3 closed out, a net change of +6 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q3 2019 was UBS Group, an estimated $306K added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q3 2019 was Jane Street, an estimated $881K sold.
Based on aggregated 13F filings for Q3 2019.