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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

42 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, 15 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.07M
2
Citadel Advisors
Citadel Advisors
Florida
+$627K
3
JIR
James Investment Research
Ohio
+$619K
4
Jane Street
Jane Street
New York
+$603K
5
FIM
Freedom Investment Management
Connecticut
+$521K

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$428K
2
Truist Financial
Truist Financial
North Carolina
-$345K
3
Morgan Stanley
Morgan Stanley
New York
-$274K
4
AP
Advisors Preferred
Maryland
-$134K
5
Bank of America
Bank of America
North Carolina
-$130K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.55M -$274K -12,441 -5%
BCI
2
Brinker Capital Investments
Pennsylvania
$4.72M -$428K -19,402 -8%
Wells Fargo
3
Wells Fargo
California
$2.23M +$1.07M +48,563 +92%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.68M +$83.7K +3,795 +5%
Citadel Advisors
5
Citadel Advisors
Florida
$1.66M +$627K +28,432 +61%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.16M +$63.9K +2,900 +6%
RT
7
Rockland Trust
Massachusetts
$1.08M +$63.1K +2,860 +6%
HWA
8
HHM Wealth Advisors
Tennessee
$951K -$121K -5,484 -11%
WIA
9
Wealthstreet Investment Advisors
Texas
$638K -$77.7K -3,521 -11%
JIR
10
James Investment Research
Ohio
$619K +$619K +28,080 New
Jane Street
11
Jane Street
New York
$603K +$603K +27,325 New
FIM
12
Freedom Investment Management
Connecticut
$521K +$521K +17,267 New
UBS Group
13
UBS Group
Switzerland
$520K +$27K +1,223 +5%
AF
14
Advisornet Financial
Minnesota
$467K -$11K -500 -2%
S
15
SimplyRich
California
$436K – – –
OPS
16
Orion Portfolio Solutions
Nebraska
$398K +$398K +18,037 New
LPL Financial
17
LPL Financial
California
$386K +$29.3K +1,330 +8%
SAM
18
SignalPoint Asset Management
Missouri
$380K +$63.7K +5,170 +20%
Stifel Financial
19
Stifel Financial
Missouri
$374K -$6.48K -298 -2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$353K +$9.45K +429 +3%
AWM
21
AE Wealth Management
Kansas
$352K +$42.7K +1,936 +14%
SS
22
Simplicity Solutions
Minnesota
$346K +$47.4K +2,145 +16%
Osaic Holdings
23
Osaic Holdings
Arizona
$298K +$298K +13,576 New
Bank of America
24
Bank of America
North Carolina
$254K -$130K -5,905 -34%
SPFA
25
Summit Place Financial Advisors
New Jersey
$227K – – –
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