WisdomTree New Economy Real Estate Fund
WTRE
20 hedge funds and large institutions have $3.33M invested in WisdomTree New Economy Real Estate Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
5% less funds holding
Funds holding: 21 → 20 (-1)
7.64% less ownership
Funds ownership: 24.33% → 16.69% (-7.6%)
42% less capital invested
Capital invested by funds: $5.76M → $3.33M (-$2.43M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$66.9K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$63.4K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$56.9K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$31.7K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$25.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.19M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.18M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$90.9K |
| 4 |
Morgan Stanley
New York
|
-$26.3K |
| 5 |
EWM
Endowment Wealth Management
Appleton,
Wisconsin
|
-$17K |
WTRE Hedge Fund Activity: Q3 2023 in Review
20 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q3 2023, worth a combined $3.33M — down 42% from $5.76M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WTRE positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 4 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $66.9K. The largest seller was Jane Street, exiting entirely with an estimated $1.19M sold.
- 20 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q3 2023, down from 21 in Q2 2023.
- Funds reported $3.33M of WisdomTree New Economy Real Estate Fund stock for Q3 2023, down 42% quarter-over-quarter.
- 3 funds opened new WisdomTree New Economy Real Estate Fund positions in Q3 2023 and 2 closed out, a net change of +1 holder.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q3 2023 was Citadel Advisors, an estimated $66.9K added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q3 2023 was Jane Street, an estimated $1.19M sold.
Based on aggregated 13F filings for Q3 2023.