WisdomTree New Economy Real Estate Fund
WTRE
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 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
2% more funds holding
Funds holding: 41 → 42 (+1)
3.53% less ownership
Funds ownership: 33.91% → 30.38% (-3.5%)
12% less capital invested
Capital invested by funds: $27.1M → $23.9M (-$3.21M)
31% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
+$836K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$443K |
| 3 |
MIAS
Mason Investment Advisory Services
Reston,
Virginia
|
+$380K |
| 4 |
RT
Rockland Trust
Hanover,
Massachusetts
|
+$283K |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$87.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.68M |
| 2 |
Morgan Stanley
New York
|
-$2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$813K |
| 4 |
Jane Street
New York
|
-$603K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$353K |
WTRE Hedge Fund Activity: Q2 2020 in Review
42 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q2 2020, worth a combined $23.9M — down 12% from $27.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WTRE positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 16 trimmed.
The largest buyer was One Capital Management, adding an estimated $836K. The largest seller was Brinker Capital Investments, cutting an estimated $2.68M.
- 42 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q2 2020, up from 41 in Q1 2020.
- Funds reported $23.9M of WisdomTree New Economy Real Estate Fund stock for Q2 2020, down 12% quarter-over-quarter.
- 5 funds opened new WisdomTree New Economy Real Estate Fund positions in Q2 2020 and 2 closed out, a net change of +3 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q2 2020 was One Capital Management, an estimated $836K added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q2 2020 was Brinker Capital Investments, an estimated $2.68M sold.
Based on aggregated 13F filings for Q2 2020.