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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

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 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
–
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$568K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$90.9K
3
LPL Financial
LPL Financial
California
$296K
4
Wells Fargo
Wells Fargo
California
$239K
5
MIAS
Mason Investment Advisory Services
Virginia
$368K

Top Sellers

1
Jane Street
Jane Street
New York
$1.19M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.18M
3
FTUS
Flow Traders U.S.
New York
$0
4
UBS Group
UBS Group
Switzerland
$5.63K
5
AWM
AE Wealth Management
Kansas
$456K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$1.19M -$1.21M -72,200 -50%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.18M -$393K -23,387 -25%
Citadel Advisors
3
Citadel Advisors
Florida
$568K +$568K +33,809 New
AWM
4
AE Wealth Management
Kansas
$456K -$24.8K -1,474 -5%
BPA
5
Beacon Pointe Advisors
California
$387K – – –
MIAS
6
Mason Investment Advisory Services
Virginia
$368K +$4.27K +254 +1%
EWM
7
Endowment Wealth Management
Wisconsin
$319K -$7.06K -420 -2%
LPL Financial
8
LPL Financial
California
$296K +$17.6K +1,045 +6%
Bank of America
9
Bank of America
North Carolina
$269K -$2.91K -173 -1%
Wells Fargo
10
Wells Fargo
California
$239K +$4.49K +267 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$125K -$11.7K -695 -9%
Morgan Stanley
12
Morgan Stanley
New York
$109K -$1.65K -98 -1%
JEST
13
JTC Employer Solutions Trustee
Jersey
$97K – – –
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$90.9K +$90.9K +5,299 New
SPIA
15
Steward Partners Investment Advisory
New York
$45.7K – – –
CIA
16
Cape Investment Advisory
Georgia
$6.3K +$84 +5 +1%
UBS Group
17
UBS Group
Switzerland
$5.63K -$154K -9,183 -96%
GWM
18
Geneos Wealth Management
Colorado
$1.72K – – –
HCM
19
Hollencrest Capital Management
California
$1.08K – – –
FCB
20
First Command Bank
Texas
$588 – – –
FCFS
21
First Command Financial Services
Texas
$588 – – –
FTUS
22
Flow Traders U.S.
New York
– -$298K -17,493 Closed
FGAM
23
Financial Gravity Asset Management
Texas
– -$123 -17 Closed