WisdomTree New Economy Real Estate Fund
WTRE
26 hedge funds and large institutions have $11.2M invested in WisdomTree New Economy Real Estate Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
36% more capital invested
Capital invested by funds: $8.24M → $11.2M (+$3M)
16.55% more ownership
Funds ownership: 22.45% → 39% (+17%)
4% more funds holding
Funds holding: 25 → 26 (+1)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.68M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$341K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$309K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$280K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$278K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$804K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$444K |
| 3 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$221K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$196K |
| 5 |
EWM
Endowment Wealth Management
Appleton,
Wisconsin
|
-$126K |
WTRE Hedge Fund Activity: Q4 2022 in Review
26 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q4 2022, worth a combined $11.2M — up 36% from $8.24M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WTRE positions and 5 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.
The largest buyer was Jane Street, adding an estimated $2.68M. The largest seller was AE Wealth Management, cutting an estimated $804K.
- 26 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q4 2022, up from 25 in Q3 2022.
- Funds reported $11.2M of WisdomTree New Economy Real Estate Fund stock for Q4 2022, up 36% quarter-over-quarter.
- 7 funds opened new WisdomTree New Economy Real Estate Fund positions in Q4 2022 and 5 closed out, a net change of +2 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q4 2022 was Jane Street, an estimated $2.68M added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q4 2022 was AE Wealth Management, an estimated $804K sold.
Based on aggregated 13F filings for Q4 2022.