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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

21 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 4 funds opening new positions, 9 increasing their positions, 4 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
4
Increased
9
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$594K
2
Wells Fargo
Wells Fargo
California
$283K
3
Osaic Holdings
Osaic Holdings
Arizona
$170K
4
Bank of America
Bank of America
North Carolina
$281K
5
AWM
AE Wealth Management
Kansas
$450K

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
3
Morgan Stanley
Morgan Stanley
New York
$77K
4
EWM
Endowment Wealth Management
Wisconsin
$283K
5
BPA
Beacon Pointe Advisors
California
$379K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
1
Citadel Advisors
Florida
$594K +$62.4K +3,975 +12%
AWM
2
AE Wealth Management
Kansas
$450K +$23.9K +1,524 +6%
BPA
3
Beacon Pointe Advisors
California
$379K -$8.1K -441 -2%
MIAS
4
Mason Investment Advisory Services
Virginia
$345K +$1.05K +67 +0.3%
LPL Financial
5
LPL Financial
California
$292K +$15.8K +1,006 +6%
EWM
6
Endowment Wealth Management
Wisconsin
$283K -$15.9K -1,010 -5%
Wells Fargo
7
Wells Fargo
California
$283K +$59.1K +3,765 +26%
Bank of America
8
Bank of America
North Carolina
$281K +$29.6K +1,882 +12%
Osaic Holdings
9
Osaic Holdings
Arizona
$170K +$53.1K +3,378 +45%
JEST
10
JTC Employer Solutions Trustee
Jersey
$91K – – –
Morgan Stanley
11
Morgan Stanley
New York
$77K -$24.5K -1,562 -24%
SPIA
12
Steward Partners Investment Advisory
New York
$42.7K – – –
UBS Group
13
UBS Group
Switzerland
$28K +$22.8K +1,449 +433%
CIA
14
Cape Investment Advisory
Georgia
$5.93K +$31 +2 +0.5%
AWA
15
Authentikos Wealth Advisory
California
$5.47K +$5.47K +348 New
GEA
16
Glen Eagle Advisors
New Jersey
$2.75K +$2.75K +175 New
GWM
17
Geneos Wealth Management
Colorado
$1.6K – – –
HCM
18
Hollencrest Capital Management
California
$1.01K – – –
FCAS
19
First Command Advisory Services
Texas
$550 +$550 +35 New
FGAM
20
Financial Gravity Asset Management
Texas
$107 +$107 +7 New
Jane Street
21
Jane Street
New York
– -$1.19M -70,963 Closed
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
– -$90.9K -5,299 Closed