WisdomTree New Economy Real Estate Fund
WTRE
21 hedge funds and large institutions have $5.78M invested in WisdomTree New Economy Real Estate Fund in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 3 closing their positions.
74% more capital invested
Capital invested by funds: $3.33M → $5.78M (+$2.45M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
9.85% more ownership
Funds ownership: 16.69% → 26.54% (+9.9%)
5% more funds holding
Funds holding: 20 → 21 (+1)
80% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.25M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$411K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$221K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$24.3K |
| 5 |
CIA
Cape Investment Advisory
Mcdonough,
Georgia
|
+$33 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Endowment Wealth Management
Appleton,
Wisconsin
|
-$283K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$229K |
| 3 |
MIAS
Mason Investment Advisory Services
Reston,
Virginia
|
-$176K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$137K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$71.4K |
WTRE Hedge Fund Activity: Q4 2023 in Review
21 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q4 2023, worth a combined $5.78M — up 74% from $3.33M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WTRE positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 10 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $2.25M. The largest seller was Endowment Wealth Management, exiting entirely with an estimated $283K sold.
- 21 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q4 2023, up from 20 in Q3 2023.
- Funds reported $5.78M of WisdomTree New Economy Real Estate Fund stock for Q4 2023, up 74% quarter-over-quarter.
- 4 funds opened new WisdomTree New Economy Real Estate Fund positions in Q4 2023 and 3 closed out, a net change of +1 holder.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q4 2023 was Jane Street, an estimated $2.25M added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q4 2023 was Endowment Wealth Management, an estimated $283K sold.
Based on aggregated 13F filings for Q4 2023.