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WisdomTree New Economy Real Estate Fund

35 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, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
9
Closed
4
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
$2.17M +$187K +8,096 +9%
BCI
2
Brinker Capital Investments
Pennsylvania
$2.01M +$816K +35,250 +68%
Citadel Advisors
3
Citadel Advisors
Florida
$1.8M +$1.8M +77,653 New
LWAC
4
Laurel Wealth Advisors (California)
California
$1.46M +$19K +819 +1%
Jane Street
5
Jane Street
New York
$1.33M +$610K +26,386 +85%
AWM
6
AE Wealth Management
Kansas
$941K +$61.1K +2,642 +7%
RT
7
Rockland Trust
Massachusetts
$738K -$254K -10,980 -26%
EWM
8
Endowment Wealth Management
Wisconsin
$635K +$91K +3,933 +17%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$620K -$393 -17 -0.1%
LPL Financial
10
LPL Financial
California
$612K +$110K +4,741 +22%
MIAS
11
Mason Investment Advisory Services
Virginia
$495K +$1.46K +63 +0.3%
BPA
12
Beacon Pointe Advisors
California
$495K +$495K +21,375 New
SAM
13
SignalPoint Asset Management
Missouri
$465K -$3.59K -155 -0.8%
HWA
14
HHM Wealth Advisors
Tennessee
$415K -$40K -1,730 -9%
Wells Fargo
15
Wells Fargo
California
$392K +$212K +9,153 +118%
RJA
16
Raymond James & Associates
Florida
$338K +$74.6K +3,230 +28%
Morgan Stanley
17
Morgan Stanley
New York
$310K -$220K -9,501 -41%
S
18
SimplyRich
California
$305K
NCG
19
Newport Capital Group
New Jersey
$303K +$58.4K +2,520 +24%
UBS Group
20
UBS Group
Switzerland
$278K -$13.9K -600 -5%
Osaic Holdings
21
Osaic Holdings
Arizona
$227K +$56.9K +2,450 +33%
OCM
22
One Capital Management
California
$215K -$46.3K -2,010 -18%
Stifel Financial
23
Stifel Financial
Missouri
$210K -$16.8K -726 -7%
JEST
24
JTC Employer Solutions Trustee
Jersey
$134K
Bank of America
25
Bank of America
North Carolina
$106K +$37.7K +1,628 +55%