WisdomTree New Economy Real Estate Fund
WTRE
20 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 1 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 7 closing their positions.
10.66% less ownership
Funds ownership: 39% → 28.34% (-11%)
23% less funds holding
Funds holding: 26 → 20 (-6)
35% less capital invested
Capital invested by funds: $11.2M → $7.26M (-$3.98M)
78% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 9
86% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$9.07K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.69K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.63M |
| 2 |
Jane Street
New York
|
-$1.16M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$316K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$284K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$282K |
WTRE Hedge Fund Activity: Q1 2023 in Review
20 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q1 2023, worth a combined $7.26M — down 35% from $11.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of WTRE and 1 opened new positions — a net loss of 6 holders — while 9 trimmed existing stakes and 2 added.
The largest buyer was Flow Traders U.S., adding an estimated $9.07K. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $1.63M sold.
- 20 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q1 2023, down from 26 in Q4 2022.
- Funds reported $7.26M of WisdomTree New Economy Real Estate Fund stock for Q1 2023, down 35% quarter-over-quarter.
- 1 fund opened new WisdomTree New Economy Real Estate Fund positions in Q1 2023 and 7 closed out, a net change of -6 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q1 2023 was Flow Traders U.S., an estimated $9.07K added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q1 2023 was Brinker Capital Investments, an estimated $1.63M sold.
Based on aggregated 13F filings for Q1 2023.