WisdomTree New Economy Real Estate Fund
WTRE
21 hedge funds and large institutions have $5.76M invested in WisdomTree New Economy Real Estate Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
5% more funds holding
Funds holding: 20 → 21 (+1)
4.01% less ownership
Funds ownership: 28.34% → 24.33% (-4%)
21% less capital invested
Capital invested by funds: $7.26M → $5.76M (-$1.5M)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$569K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$89.1K |
| 3 |
LPL Financial
San Diego,
California
|
+$17.6K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.49K |
| 5 |
MIAS
Mason Investment Advisory Services
Reston,
Virginia
|
+$4.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.21M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$393K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$298K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$154K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$24.8K |
WTRE Hedge Fund Activity: Q2 2023 in Review
21 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q2 2023, worth a combined $5.76M — down 21% from $7.26M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WTRE positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 8 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $569K. The largest seller was Jane Street, cutting an estimated $1.21M.
- 21 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q2 2023, up from 20 in Q1 2023.
- Funds reported $5.76M of WisdomTree New Economy Real Estate Fund stock for Q2 2023, down 21% quarter-over-quarter.
- 2 funds opened new WisdomTree New Economy Real Estate Fund positions in Q2 2023 and 1 closed out, a net change of +1 holder.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q2 2023 was Citadel Advisors, an estimated $569K added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q2 2023 was Jane Street, an estimated $1.21M sold.
Based on aggregated 13F filings for Q2 2023.