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WisdomTree New Economy Real Estate Fund
WTRE

Overview Fund Activity

21 hedge funds and large institutions have $7.26M invested in WisdomTree New Economy Real Estate Fund in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
-5
Holders Change %
-19.23%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$8.91K
2
Bank of America
Bank of America
North Carolina
+$5.58K
3
FGAM
Financial Gravity Asset Management
Texas
+$123

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$1.63M
2
Jane Street
Jane Street
New York
-$1.13M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$316K
4
OPS
Orion Portfolio Solutions
Nebraska
-$284K
5
Citadel Advisors
Citadel Advisors
Florida
-$282K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$2.44M -$1.13M -66,586 -32%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.59M -$62.5K -3,672 -4%
AWM
3
AE Wealth Management
Kansas
$487K -$53.5K -3,145 -10%
BPA
4
Beacon Pointe Advisors
California
$387K – – –
MIAS
5
Mason Investment Advisory Services
Virginia
$369K – – –
EWM
6
Endowment Wealth Management
Wisconsin
$331K -$214K -12,552 -39%
FTUS
7
Flow Traders U.S.
New York
$298K +$8.91K +523 +3%
LPL Financial
8
LPL Financial
California
$282K -$9.14K -537 -3%
Bank of America
9
Bank of America
North Carolina
$275K +$5.58K +328 +2%
Wells Fargo
10
Wells Fargo
California
$238K -$34 -2 -0%
UBS Group
11
UBS Group
Switzerland
$162K -$30.3K -1,781 -16%
Osaic Holdings
12
Osaic Holdings
Arizona
$139K -$5.43K -319 -4%
Morgan Stanley
13
Morgan Stanley
New York
$112K -$48.6K -2,855 -30%
JEST
14
JTC Employer Solutions Trustee
Jersey
$99K – – –
SPIA
15
Steward Partners Investment Advisory
New York
$46.3K – – –
CIA
16
Cape Investment Advisory
Georgia
$6.3K +$6.3K +370 New
GWM
17
Geneos Wealth Management
Colorado
$1.74K – – –
HCM
18
Hollencrest Capital Management
California
$1.09K – – –
FCFS
19
First Command Financial Services
Texas
$596 – – –
FCB
20
First Command Bank
Texas
$596 – – –
FGAM
21
Financial Gravity Asset Management
Texas
$123 +$123 +17 New
BCI
22
Brinker Capital Investments
Pennsylvania
– -$1.63M -99,564 Closed
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
– -$316K -19,120 Closed
OPS
24
Orion Portfolio Solutions
Nebraska
– -$284K -17,307 Closed
Citadel Advisors
25
Citadel Advisors
Florida
– -$282K -17,179 Closed
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