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WisdomTree New Economy Real Estate Fund

35 hedge funds and large institutions have $14M invested in WisdomTree New Economy Real Estate Fund in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
13
Closed
3
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
$2.38M +$433K +17,351 +22%
BCI
2
Brinker Capital Investments
Pennsylvania
$1.29M +$32.5K +1,302 +3%
Morgan Stanley
3
Morgan Stanley
New York
$1.16M -$117K -4,686 -9%
RT
4
Rockland Trust
Massachusetts
$1.1M -$441K -17,690 -29%
Citadel Advisors
5
Citadel Advisors
Florida
$865K +$87.9K +3,525 +11%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$669K -$6.68K -268 -1%
AWM
7
AE Wealth Management
Kansas
$662K +$170K +6,801 +34%
HWA
8
HHM Wealth Advisors
Tennessee
$647K -$3.74K -150 -0.6%
LPL Financial
9
LPL Financial
California
$553K +$49.6K +1,988 +10%
MIAS
10
Mason Investment Advisory Services
Virginia
$484K +$22.9K +920 +5%
SAM
11
SignalPoint Asset Management
Missouri
$443K -$10.1K -406 -2%
AF
12
Advisornet Financial
Minnesota
$428K -$54.1K -2,170 -11%
S
13
SimplyRich
California
$393K +$393K +15,783 New
OCM
14
One Capital Management
California
$368K -$181K -7,275 -33%
UBS Group
15
UBS Group
Switzerland
$361K -$30K -1,203 -8%
SPFA
16
Summit Place Financial Advisors
New Jersey
$282K
Stifel Financial
17
Stifel Financial
Missouri
$281K -$20.2K -809 -7%
NCG
18
Newport Capital Group
New Jersey
$256K -$8.35K -335 -3%
Jane Street
19
Jane Street
New York
$255K -$401K -16,116 -61%
Osaic Holdings
20
Osaic Holdings
Arizona
$250K +$11.4K +455 +5%
Wells Fargo
21
Wells Fargo
California
$244K +$15.1K +605 +7%
RJA
22
Raymond James & Associates
Florida
$228K +$14.8K +595 +7%
JEST
23
JTC Employer Solutions Trustee
Jersey
$144K
Bank of America
24
Bank of America
North Carolina
$111K -$275 -11 -0.2%
AC
25
AlphaCore Capital
California
$70K +$70K +2,796 New