WisdomTree New Economy Real Estate Fund
WTRE
39 hedge funds and large institutions have $20.9M invested in WisdomTree New Economy Real Estate Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
11% more funds holding
Funds holding: 35 → 39 (+4)
2.35% more ownership
Funds ownership: 27.32% → 29.67% (+2.4%)
5% more capital invested
Capital invested by funds: $19.9M → $20.9M (+$967K)
31% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$937K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$913K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$437K |
| 4 |
JIR
James Investment Research
Alpha,
Ohio
|
+$73.5K |
| 5 |
LPL Financial
San Diego,
California
|
+$72.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$727K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$619K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$493K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$282K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$233K |
WTRE Hedge Fund Activity: Q4 2020 in Review
39 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q4 2020, worth a combined $20.9M — up 4.9% from $19.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WTRE positions and 3 closed out — a net gain of 4 holders — while 11 added to existing stakes and 16 trimmed.
The largest buyer was Jane Street, adding an estimated $937K. The largest seller was Morgan Stanley, cutting an estimated $727K.
- 39 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q4 2020, up from 35 in Q3 2020.
- Funds reported $20.9M of WisdomTree New Economy Real Estate Fund stock for Q4 2020, up 4.9% quarter-over-quarter.
- 7 funds opened new WisdomTree New Economy Real Estate Fund positions in Q4 2020 and 3 closed out, a net change of +4 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q4 2020 was Jane Street, an estimated $937K added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q4 2020 was Morgan Stanley, an estimated $727K sold.
Based on aggregated 13F filings for Q4 2020.