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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$948K
2
Citadel Advisors
Citadel Advisors
Florida
+$923K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$442K
4
JIR
James Investment Research
Ohio
+$74.3K
5
LPL Financial
LPL Financial
California
+$73.1K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$735K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$619K
3
BCI
Brinker Capital Investments
Pennsylvania
-$499K
4
Wells Fargo
Wells Fargo
California
-$286K
5
RJA
Raymond James & Associates
Florida
-$233K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
1
Citadel Advisors
Florida
$2.17M +$923K +35,988 +74%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.98M +$41.1K +1,603 +2%
Jane Street
3
Jane Street
New York
$1.9M +$948K +36,946 +100%
Morgan Stanley
4
Morgan Stanley
New York
$1.66M -$735K -28,683 -31%
RT
5
Rockland Trust
Massachusetts
$1.63M +$35.2K +1,373 +2%
BCI
6
Brinker Capital Investments
Pennsylvania
$1.57M -$499K -19,456 -24%
OCM
7
One Capital Management
California
$1.18M -$17.2K -670 -1%
SAM
8
SignalPoint Asset Management
Missouri
$798K -$308 -12 -0%
HWA
9
HHM Wealth Advisors
Tennessee
$754K -$76.6K -2,987 -9%
WIA
10
Wealthstreet Investment Advisors
Texas
$695K +$9.12K +356 +1%
JIR
11
James Investment Research
Ohio
$612K +$74.3K +2,900 +14%
UBS Group
12
UBS Group
Switzerland
$539K -$39K -1,520 -7%
AF
13
Advisornet Financial
Minnesota
$526K -$5.13K -200 -1%
LPL Financial
14
LPL Financial
California
$504K +$73.1K +2,853 +17%
S
15
SimplyRich
California
$457K -$55.2K -2,153 -11%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$442K +$442K +17,230 New
MIAS
17
Mason Investment Advisory Services
Virginia
$431K +$12.5K +489 +3%
FIM
18
Freedom Investment Management
Connecticut
$408K -$61K -2,377 -13%
Wells Fargo
19
Wells Fargo
California
$361K -$286K -11,136 -44%
AWM
20
AE Wealth Management
Kansas
$356K +$13.6K +528 +4%
SS
21
Simplicity Solutions
Minnesota
$334K -$719 -28 -0.2%
Stifel Financial
22
Stifel Financial
Missouri
$323K -$66.6K -2,596 -17%
Osaic Holdings
23
Osaic Holdings
Arizona
$278K -$57.7K -2,246 -17%
OPS
24
Orion Portfolio Solutions
Nebraska
$256K +$5.8K +226 +2%
NCG
25
Newport Capital Group
New Jersey
$223K +$223K +8,677 New
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