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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

42 hedge funds and large institutions have $23.9M invested in WisdomTree New Economy Real Estate Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
–
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OCM
One Capital Management
California
+$857K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$454K
3
MIAS
Mason Investment Advisory Services
Virginia
+$389K
4
RT
Rockland Trust
Massachusetts
+$290K
5
FIM
Freedom Investment Management
Connecticut
+$90.1K

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$2.74M
2
Morgan Stanley
Morgan Stanley
New York
-$2.05M
3
Citadel Advisors
Citadel Advisors
Florida
-$833K
4
Jane Street
Jane Street
New York
-$603K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$353K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.94M -$2.05M -86,111 -34%
BCI
2
Brinker Capital Investments
Pennsylvania
$2.36M -$2.74M -115,003 -54%
Wells Fargo
3
Wells Fargo
California
$2.29M -$127K -5,317 -5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.9M +$88.6K +3,715 +5%
RT
5
Rockland Trust
Massachusetts
$1.46M +$290K +12,174 +25%
OCM
6
One Capital Management
California
$1.1M +$857K +35,925 +349%
Citadel Advisors
7
Citadel Advisors
Florida
$956K -$833K -34,954 -47%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$915K -$339K -14,238 -27%
HWA
9
HHM Wealth Advisors
Tennessee
$869K -$159K -6,685 -16%
SAM
10
SignalPoint Asset Management
Missouri
$790K +$54.9K +2,303 +7%
WIA
11
Wealthstreet Investment Advisors
Texas
$677K -$13K -545 -2%
UBS Group
12
UBS Group
Switzerland
$554K -$8.32K -349 -1%
FIM
13
Freedom Investment Management
Connecticut
$502K +$90.1K +3,778 +22%
AF
14
Advisornet Financial
Minnesota
$494K -$11.9K -500 -2%
JIR
15
James Investment Research
Ohio
$484K -$186K -7,793 -28%
S
16
SimplyRich
California
$476K – – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$454K +$454K +19,054 New
AWM
18
AE Wealth Management
Kansas
$439K +$58.1K +2,437 +15%
LPL Financial
19
LPL Financial
California
$430K +$11.9K +498 +3%
Stifel Financial
20
Stifel Financial
Missouri
$398K -$12.3K -517 -3%
MIAS
21
Mason Investment Advisory Services
Virginia
$389K +$389K +16,312 New
SS
22
Simplicity Solutions
Minnesota
$386K +$11.8K +495 +3%
Osaic Holdings
23
Osaic Holdings
Arizona
$332K +$9.53K +401 +3%
SPFA
24
Summit Place Financial Advisors
New Jersey
$246K – – –
RJA
25
Raymond James & Associates
Florida
$227K -$7.16K -300 -3%
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