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WisdomTree New Economy Real Estate Fund
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Overview Fund Activity

21 hedge funds and large institutions have $2.76M invested in WisdomTree New Economy Real Estate Fund in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
–
Holders Change %
0%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VF
Virtu Financial
New York
$224K
2
UBS Group
UBS Group
Switzerland
$126K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$491K
4
AWM
AE Wealth Management
Kansas
$434K
5
Bank of America
Bank of America
North Carolina
$280K

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$252K
2
BPA
Beacon Pointe Advisors
California
$0
3
Jane Street
Jane Street
New York
$306K
4
Osaic Holdings
Osaic Holdings
Arizona
$29.7K
5
LPL Financial
LPL Financial
California
$184K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$491K +$65.4K +3,793 +15%
AWM
2
AE Wealth Management
Kansas
$434K +$4.02K +233 +0.9%
Jane Street
3
Jane Street
New York
$306K -$134K -7,794 -31%
Bank of America
4
Bank of America
North Carolina
$280K +$3.36K +195 +1%
FTUS
5
Flow Traders U.S.
New York
$252K -$548K -31,819 -68%
VF
6
Virtu Financial
New York
$224K +$224K +12,992 New
Wells Fargo
7
Wells Fargo
California
$211K -$6.4K -371 -3%
LPL Financial
8
LPL Financial
California
$184K -$31.6K -1,832 -15%
UBS Group
9
UBS Group
Switzerland
$126K +$124K +7,188 +7,987%
JEST
10
JTC Employer Solutions Trustee
Jersey
$100K – – –
Morgan Stanley
11
Morgan Stanley
New York
$56.9K -$13.4K -774 -19%
MMCM
12
Murphy & Mullick Capital Management
New York
$43.7K +$43.7K +2,532 New
Osaic Holdings
13
Osaic Holdings
Arizona
$29.7K -$94.2K -5,458 -76%
SPIA
14
Steward Partners Investment Advisory
New York
$12.9K -$2.42K -140 -16%
GWSG
15
GPS Wealth Strategies Group
Colorado
$5.1K +$35 +2 +0.7%
GWM
16
Geneos Wealth Management
Colorado
$1.76K – – –
GEA
17
Glen Eagle Advisors
New Jersey
$1.73K -$1.29K -75 -43%
HCM
18
Hollencrest Capital Management
California
$1.1K – – –
FCAS
19
First Command Advisory Services
Texas
$604 – – –
Fidelity Investments
20
Fidelity Investments
Massachusetts
$17 – – –
CA
21
Continuum Advisory
Idaho
$17 – – –
BPA
22
Beacon Pointe Advisors
California
– -$370K -20,045 Closed
CIA
23
Cape Investment Advisory
Georgia
– -$7.65K -385 Closed