WisdomTree New Economy Real Estate Fund
WTRE
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 4 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 4 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
0% more funds holding
Funds holding: 36 → 36 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
3.76% less ownership
Funds ownership: 28.44% → 24.67% (-3.8%)
74% less capital inflows, than outflows
Capital inflows: $1.08M | Capital outflows: $4.18M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$453K |
| 2 |
AE Wealth Management
Topeka,
Kansas
|
+$139K |
| 3 |
Strategic Blueprint
Atlanta,
Georgia
|
+$112K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$60.3K |
| 5 |
Mason Investment Advisory Services
Reston,
Virginia
|
+$45.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.38M |
| 2 |
Wealthstreet Investment Advisors
Dallas,
Texas
|
-$768K |
| 3 |
One Capital Management
Westlake Village,
California
|
-$507K |
| 4 |
Morgan Stanley
New York
|
-$482K |
| 5 |
SimplyRich
Carlsbad,
California
|
-$419K |
WTRE Hedge Fund Activity: Q2 2021 in Review
36 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q2 2021, worth a combined $15M — down 17% from $18.1M a quarter earlier.
Fund positioning in WTRE was balanced in Q2 2021: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 10 trimmed.
The largest buyer was Jane Street, adding an estimated $453K. The largest seller was Citadel Advisors, cutting an estimated $1.38M.
- 36 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $15M of WisdomTree New Economy Real Estate Fund stock for Q2 2021, down 17% quarter-over-quarter.
- 4 funds opened new WisdomTree New Economy Real Estate Fund positions in Q2 2021 and 4 closed out, a net change of 0 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q2 2021 was Jane Street, an estimated $453K added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q2 2021 was Citadel Advisors, an estimated $1.38M sold.
Based on aggregated 13F filings for Q2 2021.