WisdomTree New Economy Real Estate Fund
WTRE
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.
0.69% less ownership
Funds ownership: 24.67% → 23.99% (-0.69%)
3% less funds holding
Funds holding: 36 → 35 (-1)
7% less capital invested
Capital invested by funds: $15M → $14M (-$984K)
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$457K |
| 2 |
S
SimplyRich
Carlsbad,
California
|
+$416K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$179K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$92.9K |
| 5 |
AC
AlphaCore Capital
La Jolla,
California
|
+$73.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RT
Rockland Trust
Hanover,
Massachusetts
|
-$466K |
| 2 |
Jane Street
New York
|
-$425K |
| 3 |
OCM
One Capital Management
Westlake Village,
California
|
-$192K |
| 4 |
Morgan Stanley
New York
|
-$124K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$109K |
WTRE Hedge Fund Activity: Q3 2021 in Review
35 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q3 2021, worth a combined $14M — down 6.6% from $15M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WTRE and 2 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 9 added.
The largest buyer was Royal Bank of Canada, adding an estimated $457K. The largest seller was Rockland Trust, cutting an estimated $466K.
- 35 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q3 2021, down from 36 in Q2 2021.
- Funds reported $14M of WisdomTree New Economy Real Estate Fund stock for Q3 2021, down 6.6% quarter-over-quarter.
- 2 funds opened new WisdomTree New Economy Real Estate Fund positions in Q3 2021 and 3 closed out, a net change of -1 holder.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q3 2021 was Royal Bank of Canada, an estimated $457K added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q3 2021 was Rockland Trust, an estimated $466K sold.
Based on aggregated 13F filings for Q3 2021.