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WisdomTree New Economy Real Estate Fund
WTRE

Overview Fund Activity

25 hedge funds and large institutions have $8.24M invested in WisdomTree New Economy Real Estate Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-8
Holders Change %
-24.24%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
6
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$1.27M
2
CAG
Csenge Advisory Group
Florida
$221K
3
EWM
Endowment Wealth Management
Wisconsin
$620K
4
Bank of America
Bank of America
North Carolina
$251K
5
Jane Street
Jane Street
New York
$689K

Top Sellers

1
LWAC
Laurel Wealth Advisors (California)
California
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.32M
3
BPA
Beacon Pointe Advisors
California
$0
4
SAM
SignalPoint Asset Management
Missouri
$0
5
HWA
HHM Wealth Advisors
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$1.46M +$41.4K +2,656 +3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.32M -$587K -37,614 -31%
AWM
3
AE Wealth Management
Kansas
$1.27M +$600K +38,434 +89%
Jane Street
4
Jane Street
New York
$689K +$57.9K +3,708 +9%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$637K +$1.56K +100 +0.2%
EWM
6
Endowment Wealth Management
Wisconsin
$620K +$126K +8,089 +26%
MIAS
7
Mason Investment Advisory Services
Virginia
$338K +$2.15K +138 +0.6%
LPL Financial
8
LPL Financial
California
$307K -$245K -15,705 -44%
Bank of America
9
Bank of America
North Carolina
$251K +$93.9K +6,010 +60%
Wells Fargo
10
Wells Fargo
California
$249K -$11.6K -746 -4%
CAG
11
Csenge Advisory Group
Florida
$221K +$221K +14,172 New
RJA
12
Raymond James & Associates
Florida
$196K -$30.8K -1,980 -14%
UBS Group
13
UBS Group
Switzerland
$174K +$30.3K +1,942 +21%
Osaic Holdings
14
Osaic Holdings
Arizona
$154K -$10.4K -665 -6%
Morgan Stanley
15
Morgan Stanley
New York
$142K -$18K -1,153 -11%
JEST
16
JTC Employer Solutions Trustee
Jersey
$90K – – –
WFA
17
Wipfli Financial Advisors
Wisconsin
$55K +$55K +3,037 New
SPIA
18
Steward Partners Investment Advisory
New York
$42K – – –
IAMOG
19
Investors Asset Management of Georgia
Georgia
$14K – – –
CFGS
20
Concourse Financial Group Securities
Alabama
$3K – – –
FCFS
21
First Command Financial Services
Texas
$1K – – –
FCB
22
First Command Bank
Texas
$1K – – –
GWM
23
Geneos Wealth Management
Colorado
$1K – – –
PA
24
PSI Advisors
Florida
$1K – – –
FGAM
25
Financial Gravity Asset Management
Texas
$112 +$112 +16 New
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