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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

43 hedge funds and large institutions have $34.7M invested in WisdomTree New Economy Real Estate Fund in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$1.19M
2
WIA
Wealthstreet Investment Advisors
Texas
+$721K
3
AF
Advisornet Financial
Minnesota
+$680K
4
Morgan Stanley
Morgan Stanley
New York
+$492K
5
Truist Financial
Truist Financial
North Carolina
+$345K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.06M
2
MWM
Mission Wealth Management
California
-$509K
3
FFN
Focus Financial Network
Minnesota
-$223K
4
Wells Fargo
Wells Fargo
California
-$120K
5
KWA
KCS Wealth Advisory
California
-$55.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.28M +$492K +15,702 +6%
BCI
2
Brinker Capital Investments
Pennsylvania
$7.32M +$15.9K +508 +0.2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.26M +$9.41K +300 +0.4%
Wells Fargo
4
Wells Fargo
California
$1.65M -$120K -3,818 -7%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.56M +$89K +2,838 +6%
HWA
6
HHM Wealth Advisors
Tennessee
$1.52M -$18.8K -600 -1%
Citadel Advisors
7
Citadel Advisors
Florida
$1.46M +$1.19M +37,841 +431%
RT
8
Rockland Trust
Massachusetts
$1.44M +$115K +3,683 +9%
WIA
9
Wealthstreet Investment Advisors
Texas
$1.02M +$721K +23,000 +243%
SAM
10
SignalPoint Asset Management
Missouri
$805K -$10.5K -335 -1%
UBS Group
11
UBS Group
Switzerland
$701K +$137K +4,366 +24%
AF
12
Advisornet Financial
Minnesota
$680K +$680K +21,700 New
S
13
SimplyRich
California
$623K -$16.6K -533 -3%
Bank of America
14
Bank of America
North Carolina
$546K -$251 -8 -0%
Stifel Financial
15
Stifel Financial
Missouri
$545K -$14.1K -453 -3%
LPL Financial
16
LPL Financial
California
$508K +$113K +3,607 +29%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$489K +$249K +7,946 +104%
AWM
18
AE Wealth Management
Kansas
$440K +$138K +4,390 +46%
SS
19
Simplicity Solutions
Minnesota
$424K +$129K +4,114 +44%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$376K +$40K +1,285 +12%
SPIA
21
Steward Partners Investment Advisory
New York
$371K +$47.2K +1,505 +15%
Truist Financial
22
Truist Financial
North Carolina
$345K +$345K +11,015 New
SPFA
23
Summit Place Financial Advisors
New Jersey
$323K +$323K +10,300 New
RJA
24
Raymond James & Associates
Florida
$281K +$8.93K +285 +3%
AP
25
Advisors Preferred
Maryland
$134K +$134K +4,277 New
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