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WisdomTree New Economy Real Estate Fund
WTRE

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

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

4.52% less ownership

Funds ownership: 26.97% → 22.45% (-4.5%)

24% less funds holding

Funds holding: 33 → 25 (-8)

29% less capital invested

Capital invested by funds: $11.6M → $8.24M (-$3.36M)

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

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

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$711K
2
CAG
Csenge Advisory Group
Florida
+$262K
3
EWM
Endowment Wealth Management
Wisconsin
+$150K
4
Bank of America
Bank of America
North Carolina
+$111K
5
Jane Street
Jane Street
New York
+$68.6K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$696K
2
LWAC
Laurel Wealth Advisors (California)
California
-$662K
3
BPA
Beacon Pointe Advisors
California
-$394K
4
SAM
SignalPoint Asset Management
Missouri
-$331K
5
HWA
HHM Wealth Advisors
Tennessee
-$329K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$1.46M +$49.1K +2,656 +3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.32M -$696K -37,614 -31%
AWM
3
AE Wealth Management
Kansas
$1.27M +$711K +38,434 +89%
Jane Street
4
Jane Street
New York
$689K +$68.6K +3,708 +9%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$637K +$1.85K +100 +0.2%
EWM
6
Endowment Wealth Management
Wisconsin
$620K +$150K +8,089 +26%
MIAS
7
Mason Investment Advisory Services
Virginia
$338K +$2.55K +138 +0.6%
LPL Financial
8
LPL Financial
California
$307K -$290K -15,705 -44%
Bank of America
9
Bank of America
North Carolina
$251K +$111K +6,010 +60%
Wells Fargo
10
Wells Fargo
California
$249K -$13.8K -746 -4%
CAG
11
Csenge Advisory Group
Florida
$221K +$262K +14,172 New
RJA
12
Raymond James & Associates
Florida
$196K -$36.6K -1,980 -14%
UBS Group
13
UBS Group
Switzerland
$174K +$35.9K +1,942 +21%
Osaic Holdings
14
Osaic Holdings
Arizona
$154K -$12.3K -665 -6%
Morgan Stanley
15
Morgan Stanley
New York
$142K -$21.3K -1,153 -11%
JEST
16
JTC Employer Solutions Trustee
Jersey
$90K – – –
WFA
17
Wipfli Financial Advisors
Wisconsin
$55K +$56.2K +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 – – –
FCB
21
First Command Bank
Texas
$1K – – –
FCFS
22
First Command Financial Services
Texas
$1K – – –
GWM
23
Geneos Wealth Management
Colorado
$1K – – –
PA
24
PSI Advisors
Florida
$1K – – –
FGAM
25
Financial Gravity Asset Management
Texas
$112 +$296 +16 New
1
2

WTRE Hedge Fund Activity: Q3 2022 in Review

25 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q3 2022, worth a combined $8.24M — down 29% from $11.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of WTRE and 3 opened new positions — a net loss of 8 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was AE Wealth Management, adding an estimated $711K. The largest seller was Royal Bank of Canada, cutting an estimated $696K.

  • 25 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q3 2022, down from 33 in Q2 2022.
  • Funds reported $8.24M of WisdomTree New Economy Real Estate Fund stock for Q3 2022, down 29% quarter-over-quarter.
  • 3 funds opened new WisdomTree New Economy Real Estate Fund positions in Q3 2022 and 11 closed out, a net change of -8 holders.
  • The largest WisdomTree New Economy Real Estate Fund buyer in Q3 2022 was AE Wealth Management, an estimated $711K added.
  • The largest WisdomTree New Economy Real Estate Fund seller in Q3 2022 was Royal Bank of Canada, an estimated $696K sold.

Based on aggregated 13F filings for Q3 2022.