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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

18 hedge funds and large institutions have $2.88M invested in WisdomTree New Economy Real Estate Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$646K
2
Jane Street
Jane Street
New York
$292K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$432K
4
IAIM
International Assets Investment Management
Florida
$17.4K
5
Osaic Holdings
Osaic Holdings
Arizona
$125K

Top Sellers

1
LPL Financial
LPL Financial
California
$234K
2
AWM
AE Wealth Management
Kansas
$431K
3
Bank of America
Bank of America
North Carolina
$282K
4
Morgan Stanley
Morgan Stanley
New York
$71.3K
5
UBS Group
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
1
Citadel Advisors
Florida
$646K +$346K +19,858 +115%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$432K +$142K +8,151 +49%
AWM
3
AE Wealth Management
Kansas
$431K -$22.6K -1,299 -5%
Jane Street
4
Jane Street
New York
$292K +$292K +16,794 New
Bank of America
5
Bank of America
North Carolina
$282K -$15.3K -877 -5%
LPL Financial
6
LPL Financial
California
$234K -$22.9K -1,315 -9%
Wells Fargo
7
Wells Fargo
California
$219K -$783 -45 -0.4%
Osaic Holdings
8
Osaic Holdings
Arizona
$125K +$1.08K +62 +0.9%
JEST
9
JTC Employer Solutions Trustee
Jersey
$101K – – –
Morgan Stanley
10
Morgan Stanley
New York
$71.3K -$13.9K -797 -16%
IAIM
11
International Assets Investment Management
Florida
$17.4K +$17.4K +1,000 New
SPIA
12
Steward Partners Investment Advisory
New York
$15.5K – – –
CIA
13
Cape Investment Advisory
Georgia
$6.66K +$35 +2 +0.5%
GEA
14
Glen Eagle Advisors
New Jersey
$3.05K – – –
GWM
15
Geneos Wealth Management
Colorado
$1.78K – – –
HCM
16
Hollencrest Capital Management
California
$1.11K – – –
FCAS
17
First Command Advisory Services
Texas
$609 -$2.37K -136 -80%
CA
18
Continuum Advisory
Idaho
$17 – – –
UBS Group
19
UBS Group
Switzerland
– -$2.45K -135 Closed