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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

21 hedge funds and large institutions have $3.99M invested in WisdomTree New Economy Real Estate Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
$925K
2
BPA
Beacon Pointe Advisors
California
$370K
3
Jane Street
Jane Street
New York
$508K
4
GWSG
GPS Wealth Strategies Group
Colorado
$5.83K
5
AWM
AE Wealth Management
Kansas
$496K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
LPL Financial
LPL Financial
California
$248K
3
IAIM
International Assets Investment Management
Florida
$0
4
Bank of America
Bank of America
North Carolina
$319K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$491K
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
1
Flow Traders U.S.
New York
$925K +$925K +46,455 New
Jane Street
2
Jane Street
New York
$508K +$174K +8,718 +52%
AWM
3
AE Wealth Management
Kansas
$496K +$3.62K +182 +0.7%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$491K -$2.63K -132 -0.5%
BPA
5
Beacon Pointe Advisors
California
$370K +$370K +20,045 New
Bank of America
6
Bank of America
North Carolina
$319K -$3.05K -153 -0.9%
Wells Fargo
7
Wells Fargo
California
$251K – – –
LPL Financial
8
LPL Financial
California
$248K -$19.2K -966 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$143K – – –
JEST
10
JTC Employer Solutions Trustee
Jersey
$115K – – –
Morgan Stanley
11
Morgan Stanley
New York
$81.1K -$418 -21 -0.5%
SPIA
12
Steward Partners Investment Advisory
New York
$17.7K – – –
CIA
13
Cape Investment Advisory
Georgia
$7.65K +$60 +3 +0.8%
GWSG
14
GPS Wealth Strategies Group
Colorado
$5.83K +$5.83K +293 New
GEA
15
Glen Eagle Advisors
New Jersey
$3.48K – – –
GWM
16
Geneos Wealth Management
Colorado
$2.03K – – –
UBS Group
17
UBS Group
Switzerland
$1.79K +$1.79K +90 New
HCM
18
Hollencrest Capital Management
California
$1.27K – – –
FCAS
19
First Command Advisory Services
Texas
$697 – – –
Fidelity Investments
20
Fidelity Investments
Massachusetts
$20 +$20 +1 New
CA
21
Continuum Advisory
Idaho
$18 – – –
Citadel Advisors
22
Citadel Advisors
Florida
– -$646K -37,095 Closed
IAIM
23
International Assets Investment Management
Florida
– -$17.4K -1,000 Closed