WisdomTree New Economy Real Estate Fund
WTRE
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.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
27% more capital invested
Capital invested by funds: $2.27M → $2.88M (+$613K)
6% more funds holding
Funds holding: 17 → 18 (+1)
3.75% more ownership
Funds ownership: 11.28% → 15.03% (+3.8%)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$344K |
| 2 |
Jane Street
New York
|
+$291K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$141K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$17.3K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$22.8K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$22.5K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$15.2K |
| 4 |
Morgan Stanley
New York
|
-$13.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.44K |
WTRE Hedge Fund Activity: Q2 2024 in Review
18 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q2 2024, worth a combined $2.88M — up 27% from $2.27M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WTRE positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 6 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $344K. The largest seller was LPL Financial, cutting an estimated $22.8K.
- 18 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q2 2024, up from 17 in Q1 2024.
- Funds reported $2.88M of WisdomTree New Economy Real Estate Fund stock for Q2 2024, up 27% quarter-over-quarter.
- 2 funds opened new WisdomTree New Economy Real Estate Fund positions in Q2 2024 and 1 closed out, a net change of +1 holder.
- The largest WisdomTree New Economy Real Estate Fund buyer in Q2 2024 was Citadel Advisors, an estimated $344K added.
- The largest WisdomTree New Economy Real Estate Fund seller in Q2 2024 was LPL Financial, an estimated $22.8K sold.
Based on aggregated 13F filings for Q2 2024.