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WisdomTree New Economy Real Estate Fund

36 hedge funds and large institutions have $15M invested in WisdomTree New Economy Real Estate Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.07M -$78.9K -2,977 -4%
RT
2
Rockland Trust
Massachusetts
$1.63M -$20.5K -774 -1%
Morgan Stanley
3
Morgan Stanley
New York
$1.36M -$469K -17,697 -26%
BCI
4
Brinker Capital Investments
Pennsylvania
$1.34M -$153K -5,777 -10%
Citadel Advisors
5
Citadel Advisors
Florida
$826K -$1.34M -50,570 -62%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$718K +$58.7K +2,215 +9%
Jane Street
7
Jane Street
New York
$699K +$441K +16,644 +171%
HWA
8
HHM Wealth Advisors
Tennessee
$691K +$24K +905 +4%
OCM
9
One Capital Management
California
$584K -$493K -18,620 -46%
LPL Financial
10
LPL Financial
California
$535K -$1.64K -62 -0.3%
AWM
11
AE Wealth Management
Kansas
$523K +$135K +5,094 +35%
AF
12
Advisornet Financial
Minnesota
$512K +$10.6K +400 +2%
MIAS
13
Mason Investment Advisory Services
Virginia
$490K +$44.1K +1,663 +10%
SAM
14
SignalPoint Asset Management
Missouri
$482K -$3.69K -139 -0.8%
UBS Group
15
UBS Group
Switzerland
$415K -$137K -5,188 -25%
Stifel Financial
16
Stifel Financial
Missouri
$320K +$3.47K +131 +1%
SPFA
17
Summit Place Financial Advisors
New Jersey
$300K
NCG
18
Newport Capital Group
New Jersey
$281K +$42.1K +1,590 +18%
Osaic Holdings
19
Osaic Holdings
Arizona
$253K +$477 +18 +0.2%
Wells Fargo
20
Wells Fargo
California
$244K +$12.5K +472 +5%
RJA
21
Raymond James & Associates
Florida
$227K -$743 -28 -0.3%
JEST
22
JTC Employer Solutions Trustee
Jersey
$153K +$153K +5,800 New
Bank of America
23
Bank of America
North Carolina
$118K +$5.28K +199 +5%
SB
24
Strategic Blueprint
Georgia
$109K +$109K +4,101 New
SPIA
25
Steward Partners Investment Advisory
New York
$49K