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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$3.44M
2
BPA
Beacon Pointe Advisors
California
$386K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$316K
4
OPS
Orion Portfolio Solutions
Nebraska
$284K
5
Citadel Advisors
Citadel Advisors
Florida
$282K

Top Sellers

1
AWM
AE Wealth Management
Kansas
$521K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$220K
3
CAG
Csenge Advisory Group
Florida
$0
4
RJA
Raymond James & Associates
Florida
$0
5
EWM
Endowment Wealth Management
Wisconsin
$525K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$3.44M +$2.72M +165,587 +375%
BCI
2
Brinker Capital Investments
Pennsylvania
$1.63M +$95.4K +5,811 +6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.6M +$210K +12,791 +15%
EWM
4
Endowment Wealth Management
Wisconsin
$525K -$127K -7,762 -20%
AWM
5
AE Wealth Management
Kansas
$521K -$815K -49,675 -61%
BPA
6
Beacon Pointe Advisors
California
$386K +$386K +21,047 New
MIAS
7
Mason Investment Advisory Services
Virginia
$355K – – –
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$316K +$316K +19,120 New
OPS
9
Orion Portfolio Solutions
Nebraska
$284K +$284K +17,307 New
Citadel Advisors
10
Citadel Advisors
Florida
$282K +$282K +17,179 New
LPL Financial
11
LPL Financial
California
$280K -$42.7K -2,605 -13%
FTUS
12
Flow Traders U.S.
New York
$278K +$278K +16,970 New
Bank of America
13
Bank of America
North Carolina
$260K -$3.56K -217 -1%
Wells Fargo
14
Wells Fargo
California
$229K -$32.7K -1,992 -12%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$220K -$450K -27,424 -67%
UBS Group
16
UBS Group
Switzerland
$185K +$2.41K +147 +1%
Morgan Stanley
17
Morgan Stanley
New York
$154K +$4.84K +295 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$139K -$23.3K -1,421 -14%
JEST
19
JTC Employer Solutions Trustee
Jersey
$95K – – –
SPIA
20
Steward Partners Investment Advisory
New York
$44.6K – – –
CS
21
Clear Street
New York
$7K +$7K +403 New
CFGS
22
Concourse Financial Group Securities
Alabama
$3.15K – – –
GWM
23
Geneos Wealth Management
Colorado
$1.67K – – –
HCM
24
Hollencrest Capital Management
California
$1.05K +$1.05K +64 New
FCFS
25
First Command Financial Services
Texas
$1K – – –
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