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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

17 hedge funds and large institutions have $2.27M invested in WisdomTree New Economy Real Estate Fund in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
-4
Holders Change %
-19.05%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$137K
2
FCAS
First Command Advisory Services
Texas
+$18.3K
3
AWM
AE Wealth Management
Kansas
+$54
4
CIA
Cape Investment Advisory
Georgia
+$18
5
CA
Continuum Advisory
Idaho
+$17

Top Sellers

1
Jane Street
Jane Street
New York
-$2.53M
2
BPA
Beacon Pointe Advisors
California
-$370K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$218K
4
MIAS
Mason Investment Advisory Services
Virginia
-$204K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$154K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$472K +$54 +3 +0%
Citadel Advisors
2
Citadel Advisors
Florida
$312K -$118K -6,508 -27%
Bank of America
3
Bank of America
North Carolina
$309K +$137K +7,563 +80%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$302K -$154K -8,519 -34%
LPL Financial
5
LPL Financial
California
$267K -$1.32K -73 -0.5%
Wells Fargo
6
Wells Fargo
California
$229K -$17.8K -985 -7%
Osaic Holdings
7
Osaic Holdings
Arizona
$129K – – –
JEST
8
JTC Employer Solutions Trustee
Jersey
$104K – – –
Morgan Stanley
9
Morgan Stanley
New York
$88.6K -$88.8K -4,904 -50%
FCAS
10
First Command Advisory Services
Texas
$23.1K +$18.3K +136 +389%
SPIA
11
Steward Partners Investment Advisory
New York
$16.1K – – –
CIA
12
Cape Investment Advisory
Georgia
$6.88K +$18 +1 +0.3%
GEA
13
Glen Eagle Advisors
New Jersey
$3.17K – – –
UBS Group
14
UBS Group
Switzerland
$2.45K -$56.9K -3,140 -96%
GWM
15
Geneos Wealth Management
Colorado
$1.85K – – –
HCM
16
Hollencrest Capital Management
California
$1.16K – – –
CA
17
Continuum Advisory
Idaho
$17 +$17 +1 New
Jane Street
18
Jane Street
New York
– -$2.53M -138,069 Closed
BPA
19
Beacon Pointe Advisors
California
– -$370K -20,046 Closed
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
– -$218K -13,563 Closed
MIAS
21
Mason Investment Advisory Services
Virginia
– -$204K -11,176 Closed
FGAM
22
Financial Gravity Asset Management
Texas
– -$239 -14 Closed