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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

21 hedge funds and large institutions have $5.87M invested in WisdomTree New Economy Real Estate Fund in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
–
Holders Change %
0%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$2.53M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$461K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$218K
4
Morgan Stanley
Morgan Stanley
New York
$179K
5
UBS Group
UBS Group
Switzerland
$59.9K

Top Sellers

1
EWM
Endowment Wealth Management
Wisconsin
$0
2
Citadel Advisors
Citadel Advisors
Florida
$434K
3
MIAS
Mason Investment Advisory Services
Virginia
$204K
4
Bank of America
Bank of America
North Carolina
$174K
5
Wells Fargo
Wells Fargo
California
$249K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$2.53M +$2.53M +138,069 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$461K +$461K +25,171 New
AWM
3
AE Wealth Management
Kansas
$459K -$45.9K -2,603 -9%
Citadel Advisors
4
Citadel Advisors
Florida
$434K -$257K -14,039 -37%
BPA
5
Beacon Pointe Advisors
California
$370K -$10.3K -560 -3%
LPL Financial
6
LPL Financial
California
$271K -$68.9K -3,765 -20%
Wells Fargo
7
Wells Fargo
California
$249K -$80K -4,375 -24%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$218K +$218K +13,563 New
MIAS
9
Mason Investment Advisory Services
Virginia
$204K -$198K -10,802 -49%
Morgan Stanley
10
Morgan Stanley
New York
$179K +$89.6K +4,895 +100%
Bank of America
11
Bank of America
North Carolina
$174K -$154K -8,396 -47%
Osaic Holdings
12
Osaic Holdings
Arizona
$130K -$67.9K -3,714 -34%
JEST
13
JTC Employer Solutions Trustee
Jersey
$107K – – –
UBS Group
14
UBS Group
Switzerland
$59.9K +$27.3K +1,491 +84%
SPIA
15
Steward Partners Investment Advisory
New York
$16.3K -$33.5K -1,830 -67%
CIA
16
Cape Investment Advisory
Georgia
$6.92K +$37 +2 +0.5%
GEA
17
Glen Eagle Advisors
New Jersey
$3.2K – – –
GWM
18
Geneos Wealth Management
Colorado
$1.87K – – –
HCM
19
Hollencrest Capital Management
California
$1.17K – – –
FCAS
20
First Command Advisory Services
Texas
$640 – – –
FGAM
21
Financial Gravity Asset Management
Texas
$239 +$120 +7 +100%
EWM
22
Endowment Wealth Management
Wisconsin
– -$283K -17,995 Closed
AWA
23
Authentikos Wealth Advisory
California
– -$5.47K -348 Closed