WisdomTree New Economy Real Estate Fund
WTRE
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.
217% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 6
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
16% more capital invested
Capital invested by funds: $29.9M → $34.7M (+$4.87M)
5% more funds holding
Funds holding: 41 → 43 (+2)
2.07% more ownership
Funds ownership: 29.56% → 31.63% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.15M |
| 2 |
WIA
Wealthstreet Investment Advisors
Dallas,
Texas
|
+$700K |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$661K |
| 4 |
Morgan Stanley
New York
|
+$478K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$335K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.05M |
| 2 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$509K |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$223K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$116K |
| 5 |
KWA
KCS Wealth Advisory
Los Angeles,
California
|
-$55.2K |
WTRE Hedge Fund Activity: Q4 2019 in Review
43 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q4 2019, worth a combined $34.7M — up 16% from $29.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WTRE positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 6 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.15M. The largest seller was Jane Street, exiting entirely with an estimated $1.05M sold.
- 43 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q4 2019, up from 41 in Q3 2019.
- Funds reported $34.7M of WisdomTree New Economy Real Estate Fund stock for Q4 2019, up 16% quarter-over-quarter.
- 9 funds opened new WisdomTree New Economy Real Estate Fund positions in Q4 2019 and 5 closed out, a net change of +4 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q4 2019 was Citadel Advisors, an estimated $1.15M added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q4 2019 was Jane Street, an estimated $1.05M sold.
Based on aggregated 13F filings for Q4 2019.