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WisdomTree New Economy Real Estate Fund

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

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

39% more capital invested

Capital invested by funds: $2.88M → $3.99M (+$1.11M)

17% more funds holding

Funds holding: 1821 (+3)

5.15% more ownership

Funds ownership: 15.03%20.18% (+5.1%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

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
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
1
Flow Traders U.S.
New York
$925K +$877K +46,455 New
Jane Street
2
Jane Street
New York
$508K +$165K +8,718 +52%
AWM
3
AE Wealth Management
Kansas
$496K +$3.43K +182 +0.7%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$491K -$2.49K -132 -0.5%
BPA
5
Beacon Pointe Advisors
California
$370K +$378K +20,045 New
Bank of America
6
Bank of America
North Carolina
$319K -$2.89K -153 -0.9%
Wells Fargo
7
Wells Fargo
California
$251K
LPL Financial
8
LPL Financial
California
$248K -$18.2K -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 -$396 -21 -0.5%
SPIA
12
Steward Partners Investment Advisory
New York
$17.7K
CIA
13
Cape Investment Advisory
Georgia
$7.65K +$57 +3 +0.8%
GWSG
14
GPS Wealth Strategies Group
Colorado
$5.83K +$5.53K +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 +$1.7K +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 +$19 +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

WTRE Hedge Fund Activity: Q3 2024 in Review

21 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q3 2024, worth a combined $3.99M — up 39% from $2.88M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WTRE positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $877K. The largest seller was Citadel Advisors, exiting entirely with an estimated $646K sold.

  • 21 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q3 2024, up from 18 in Q2 2024.
  • Funds reported $3.99M of WisdomTree New Economy Real Estate Fund stock for Q3 2024, up 39% quarter-over-quarter.
  • 5 funds opened new WisdomTree New Economy Real Estate Fund positions in Q3 2024 and 2 closed out, a net change of +3 holders.
  • The largest WisdomTree New Economy Real Estate Fund buyer in Q3 2024 was Flow Traders U.S., an estimated $877K added.
  • The largest WisdomTree New Economy Real Estate Fund seller in Q3 2024 was Citadel Advisors, an estimated $646K sold.

Based on aggregated 13F filings for Q3 2024.