WisdomTree New Economy Real Estate Fund
WTRE
33 hedge funds and large institutions have $11.6M invested in WisdomTree New Economy Real Estate Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 6 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
3% less funds holding
Funds holding: 34 → 33 (-1)
4.56% less ownership
Funds ownership: 31.53% → 26.97% (-4.6%)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
64% less capital inflows, than outflows
Capital inflows: $1.42M | Capital outflows: $3.91M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$575K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$284K |
| 3 |
LPL Financial
San Diego,
California
|
+$182K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$112K |
| 5 |
Endowment Wealth Management
Appleton,
Wisconsin
|
+$86K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.8M |
| 2 |
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$549K |
| 3 |
Jane Street
New York
|
-$346K |
| 4 |
Newport Capital Group
Red Bank,
New Jersey
|
-$303K |
| 5 |
Rockland Trust
Hanover,
Massachusetts
|
-$291K |
WTRE Hedge Fund Activity: Q2 2022 in Review
33 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q2 2022, worth a combined $11.6M — down 32% from $17.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WTRE and 5 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 9 added.
The largest buyer was Royal Bank of Canada, adding an estimated $575K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.8M sold.
- 33 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q2 2022, down from 34 in Q1 2022.
- Funds reported $11.6M of WisdomTree New Economy Real Estate Fund stock for Q2 2022, down 32% quarter-over-quarter.
- 5 funds opened new WisdomTree New Economy Real Estate Fund positions in Q2 2022 and 6 closed out, a net change of -1 holder.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q2 2022 was Royal Bank of Canada, an estimated $575K added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q2 2022 was Citadel Advisors, an estimated $1.8M sold.
Based on aggregated 13F filings for Q2 2022.