WisdomTree New Economy Real Estate Fund
WTRE
37 hedge funds and large institutions have $18.1M invested in WisdomTree New Economy Real Estate Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 6 closing their positions.
1.23% less ownership
Funds ownership: 29.67% → 28.44% (-1.2%)
5% less funds holding
Funds holding: 39 → 37 (-2)
13% less capital invested
Capital invested by funds: $20.9M → $18.1M (-$2.82M)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
47% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPFA
Summit Place Financial Advisors
Summit,
New Jersey
|
+$293K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$222K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$198K |
| 4 |
Morgan Stanley
New York
|
+$102K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.67M |
| 2 |
JIR
James Investment Research
Alpha,
Ohio
|
-$612K |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$408K |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$334K |
| 5 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$331K |
WTRE Hedge Fund Activity: Q1 2021 in Review
37 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q1 2021, worth a combined $18.1M — down 13% from $20.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WTRE and 4 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 9 added.
The largest buyer was Summit Place Financial Advisors, opening a new position worth an estimated $293K. The largest seller was Jane Street, cutting an estimated $1.67M.
- 37 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q1 2021, down from 39 in Q4 2020.
- Funds reported $18.1M of WisdomTree New Economy Real Estate Fund stock for Q1 2021, down 13% quarter-over-quarter.
- 4 funds opened new WisdomTree New Economy Real Estate Fund positions in Q1 2021 and 6 closed out, a net change of -2 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q1 2021 was Summit Place Financial Advisors, an estimated $293K added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q1 2021 was Jane Street, an estimated $1.67M sold.
Based on aggregated 13F filings for Q1 2021.