WisdomTree New Economy Real Estate Fund
WTRE
35 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, 7 increasing their positions, 17 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
20% more capital invested
Capital invested by funds: $14M → $16.9M (+$2.84M)
5.55% more ownership
Funds ownership: 23.99% → 29.53% (+5.5%)
0% more funds holding
Funds holding: 35 → 35 (0)
59% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$1.55M |
| 2 |
Jane Street
New York
|
+$520K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$287K |
| 4 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$62K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$56.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$865K |
| 2 |
Morgan Stanley
New York
|
-$588K |
| 3 |
SPFA
Summit Place Financial Advisors
Summit,
New Jersey
|
-$282K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$237K |
| 5 |
HWA
HHM Wealth Advisors
Chattanooga,
Tennessee
|
-$156K |
WTRE Hedge Fund Activity: Q4 2021 in Review
35 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q4 2021, worth a combined $16.9M — up 20% from $14M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WTRE positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 17 trimmed.
The largest buyer was Laurel Wealth Advisors (California), opening a new position worth an estimated $1.55M. The largest seller was Citadel Advisors, exiting entirely with an estimated $865K sold.
- 35 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $16.9M of WisdomTree New Economy Real Estate Fund stock for Q4 2021, up 20% quarter-over-quarter.
- 5 funds opened new WisdomTree New Economy Real Estate Fund positions in Q4 2021 and 4 closed out, a net change of +1 holder.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q4 2021 was Laurel Wealth Advisors (California), an estimated $1.55M added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q4 2021 was Citadel Advisors, an estimated $865K sold.
Based on aggregated 13F filings for Q4 2021.