WisdomTree New Economy Real Estate Fund
WTRE
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.
15.26% less ownership
Funds ownership: 26.54% → 11.28% (-15%)
19% less funds holding
Funds holding: 21 → 17 (-4)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
61% less capital invested
Capital invested by funds: $5.78M → $2.27M (-$3.52M)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$134K |
| 2 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$2.4K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$53 |
| 4 |
CIA
Cape Investment Advisory
Mcdonough,
Georgia
|
+$18 |
| 5 |
CA
Continuum Advisory
Eagle,
Idaho
|
+$18 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.53M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$370K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$218K |
| 4 |
MIAS
Mason Investment Advisory Services
Reston,
Virginia
|
-$204K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$151K |
WTRE Hedge Fund Activity: Q1 2024 in Review
17 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q1 2024, worth a combined $2.27M — down 61% from $5.78M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WTRE and 1 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 4 added.
The largest buyer was Bank of America, adding an estimated $134K. The largest seller was Jane Street, exiting entirely with an estimated $2.53M sold.
- 17 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q1 2024, down from 21 in Q4 2023.
- Funds reported $2.27M of WisdomTree New Economy Real Estate Fund stock for Q1 2024, down 61% quarter-over-quarter.
- 1 fund opened new WisdomTree New Economy Real Estate Fund positions in Q1 2024 and 5 closed out, a net change of -4 holders.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q1 2024 was Bank of America, an estimated $134K added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q1 2024 was Jane Street, an estimated $2.53M sold.
Based on aggregated 13F filings for Q1 2024.