WTRE icon

WisdomTree New Economy Real Estate Fund
WTRE

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$302K
2
AWM
AE Wealth Management
Kansas
+$282K
3
SS
Simplicity Solutions
Minnesota
+$276K
4
Citadel Advisors
Citadel Advisors
Florida
+$257K
5
RJA
Raymond James & Associates
Florida
+$254K

Top Sellers

1
Jane Street
Jane Street
New York
-$871K
2
WIA
Wealthstreet Investment Advisors
Texas
-$649K
3
Wells Fargo
Wells Fargo
California
-$515K
4
BTS
BB&T Securities
Virginia
-$454K
5
Bank of America
Bank of America
North Carolina
-$402K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.27M +$114K +3,911 +2%
BCI
2
Brinker Capital Investments
Pennsylvania
$6.82M -$162K -5,521 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.11M +$60.9K +2,080 +3%
Wells Fargo
4
Wells Fargo
California
$1.65M -$515K -17,605 -24%
HWA
5
HHM Wealth Advisors
Tennessee
$1.44M -$40K -1,365 -3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.37M +$55.4K +1,893 +4%
RT
7
Rockland Trust
Massachusetts
$1.24M +$180K +6,181 +17%
Jane Street
8
Jane Street
New York
$1.06M -$871K -29,739 -45%
SAM
9
SignalPoint Asset Management
Missouri
$761K +$25.7K +877 +3%
S
10
SimplyRich
California
$597K -$69.4K -2,386 -10%
UBS Group
11
UBS Group
Switzerland
$527K +$302K +10,332 +135%
Stifel Financial
12
Stifel Financial
Missouri
$526K +$16.9K +577 +3%
Bank of America
13
Bank of America
North Carolina
$510K -$402K -13,748 -44%
MWM
14
Mission Wealth Management
California
$509K – – –
LPL Financial
15
LPL Financial
California
$368K +$93.4K +3,192 +34%
BTS
16
BB&T Securities
Virginia
$346K -$454K -15,407 -57%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$316K +$42.3K +1,446 +15%
SPIA
18
Steward Partners Investment Advisory
New York
$302K +$42.4K +1,451 +16%
WIA
19
Wealthstreet Investment Advisors
Texas
$286K -$649K -21,426 -69%
AWM
20
AE Wealth Management
Kansas
$282K +$282K +9,639 New
SS
21
Simplicity Solutions
Minnesota
$276K +$276K +9,415 New
Citadel Advisors
22
Citadel Advisors
Florida
$257K +$257K +8,784 New
RJA
23
Raymond James & Associates
Florida
$254K +$254K +8,686 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$224K -$117K -3,997 -34%
FFN
25
Focus Financial Network
Minnesota
$223K -$122K -4,184 -35%
1
2