WisdomTree New Economy Real Estate Fund
WTRE
41 hedge funds and large institutions have $27.1M invested in WisdomTree New Economy Real Estate Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 7 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2.27% more ownership
Funds ownership: 31.63% → 33.91% (+2.3%)
5% less funds holding
Funds holding: 43 → 41 (-2)
22% less capital invested
Capital invested by funds: $34.7M → $27.1M (-$7.61M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.38M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$805K |
| 3 |
JIR
James Investment Research
Alpha,
Ohio
|
+$795K |
| 4 |
Jane Street
New York
|
+$774K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$511K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$549K |
| 2 |
Morgan Stanley
New York
|
-$352K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$345K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$167K |
| 5 |
HWA
HHM Wealth Advisors
Chattanooga,
Tennessee
|
-$155K |
WTRE Hedge Fund Activity: Q1 2020 in Review
41 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q1 2020, worth a combined $27.1M — down 22% from $34.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WTRE positions and 7 closed out — a net gain of 1 holder — while 14 added to existing stakes and 9 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.38M. The largest seller was Brinker Capital Investments, cutting an estimated $549K.
- 41 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q1 2020, down from 43 in Q4 2019.
- Funds reported $27.1M of WisdomTree New Economy Real Estate Fund stock for Q1 2020, down 22% quarter-over-quarter.
- 8 funds opened new WisdomTree New Economy Real Estate Fund positions in Q1 2020 and 7 closed out, a net change of +1 holder.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q1 2020 was Wells Fargo, an estimated $1.38M added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q1 2020 was Brinker Capital Investments, an estimated $549K sold.
Based on aggregated 13F filings for Q1 2020.