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WisdomTree New Economy Real Estate Fund

36 hedge funds and large institutions have $16.9M invested in WisdomTree New Economy Real Estate Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WSWA
1
Warren Street Wealth Advisors
California
$2.73M +$2.73M +111,764 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.09M -$232K -9,497 -10%
LWAC
3
Laurel Wealth Advisors (California)
California
$1.52M +$1.52M +62,188 New
BCI
4
Brinker Capital Investments
Pennsylvania
$1.26M -$1.98K -81 -0.2%
RT
5
Rockland Trust
Massachusetts
$1.05M -$25.8K -1,059 -2%
AWM
6
AE Wealth Management
Kansas
$927K +$280K +11,495 +43%
Jane Street
7
Jane Street
New York
$757K +$507K +20,818 +203%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$654K -$537 -22 -0.1%
EWM
9
Endowment Wealth Management
Wisconsin
$573K +$573K +23,499 New
Morgan Stanley
10
Morgan Stanley
New York
$559K -$575K -23,555 -51%
LPL Financial
11
LPL Financial
California
$530K -$11.3K -464 -2%
MIAS
12
Mason Investment Advisory Services
Virginia
$520K +$46.9K +1,922 +10%
SAM
13
SignalPoint Asset Management
Missouri
$493K +$60.5K +2,485 +14%
HWA
14
HHM Wealth Advisors
Tennessee
$480K -$153K -6,265 -24%
AF
15
Advisornet Financial
Minnesota
$382K -$36.6K -1,500 -9%
S
16
SimplyRich
California
$322K -$62.7K -2,571 -16%
UBS Group
17
UBS Group
Switzerland
$308K -$44.7K -1,831 -13%
RJA
18
Raymond James & Associates
Florida
$278K +$54.9K +2,250 +25%
OCM
19
One Capital Management
California
$276K -$83.5K -3,430 -23%
NCG
20
Newport Capital Group
New Jersey
$257K +$7.2K +296 +3%
Stifel Financial
21
Stifel Financial
Missouri
$238K -$36.3K -1,492 -13%
Wells Fargo
22
Wells Fargo
California
$189K -$49.2K -2,023 -21%
Osaic Holdings
23
Osaic Holdings
Arizona
$179K -$65.7K -2,688 -27%
JEST
24
JTC Employer Solutions Trustee
Jersey
$141K
Bank of America
25
Bank of America
North Carolina
$72K -$36.2K -1,483 -33%