WisdomTree New Economy Real Estate Fund
WTRE
34 hedge funds and large institutions have $17.1M invested in WisdomTree New Economy Real Estate Fund in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
2% more ownership
Funds ownership: 29.53% → 31.53% (+2%)
1% more capital invested
Capital invested by funds: $16.9M → $17.1M (+$227K)
3% less funds holding
Funds holding: 35 → 34 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.83M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$831K |
| 3 |
Jane Street
New York
|
+$622K |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$504K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$216K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSWA
Warren Street Wealth Advisors
Newport Beach,
California
|
-$2.73M |
| 2 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$382K |
| 3 |
RT
Rockland Trust
Hanover,
Massachusetts
|
-$259K |
| 4 |
Morgan Stanley
New York
|
-$224K |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
-$47.4K |
WTRE Hedge Fund Activity: Q1 2022 in Review
34 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q1 2022, worth a combined $17.1M — up 1.3% from $16.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of WTRE and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 13 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.83M. The largest seller was Warren Street Wealth Advisors, exiting entirely with an estimated $2.73M sold.
- 34 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q1 2022, down from 35 in Q4 2021.
- Funds reported $17.1M of WisdomTree New Economy Real Estate Fund stock for Q1 2022, up 1.3% quarter-over-quarter.
- 3 funds opened new WisdomTree New Economy Real Estate Fund positions in Q1 2022 and 4 closed out, a net change of -1 holder.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q1 2022 was Citadel Advisors, an estimated $1.83M added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q1 2022 was Warren Street Wealth Advisors, an estimated $2.73M sold.
Based on aggregated 13F filings for Q1 2022.