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WisdomTree New Economy Real Estate Fund

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

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

2.4% less ownership

Funds ownership: 20.18%17.78% (-2.4%)

31% less capital invested

Capital invested by funds: $3.99M → $2.76M (-$1.23M)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

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
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$491K +$70.7K +3,793 +15%
AWM
2
AE Wealth Management
Kansas
$434K +$4.34K +233 +0.9%
Jane Street
3
Jane Street
New York
$306K -$145K -7,794 -31%
Bank of America
4
Bank of America
North Carolina
$280K +$3.64K +195 +1%
FTUS
5
Flow Traders U.S.
New York
$252K -$593K -31,819 -68%
VF
6
Virtu Financial
New York
$224K +$242K +12,992 New
Wells Fargo
7
Wells Fargo
California
$211K -$6.92K -371 -3%
LPL Financial
8
LPL Financial
California
$184K -$34.2K -1,832 -15%
UBS Group
9
UBS Group
Switzerland
$126K +$134K +7,188 +7,987%
JEST
10
JTC Employer Solutions Trustee
Jersey
$100K
Morgan Stanley
11
Morgan Stanley
New York
$56.9K -$14.4K -774 -19%
MMCM
12
Murphy & Mullick Capital Management
New York
$43.7K +$47.2K +2,532 New
Osaic Holdings
13
Osaic Holdings
Arizona
$29.7K -$102K -5,458 -76%
SPIA
14
Steward Partners Investment Advisory
New York
$12.9K -$2.61K -140 -16%
GWSG
15
GPS Wealth Strategies Group
Colorado
$5.1K +$37 +2 +0.7%
GWM
16
Geneos Wealth Management
Colorado
$1.76K
GEA
17
Glen Eagle Advisors
New Jersey
$1.73K -$1.4K -75 -43%
HCM
18
Hollencrest Capital Management
California
$1.1K
FCAS
19
First Command Advisory Services
Texas
$604
CA
20
Continuum Advisory
Idaho
$17
Fidelity Investments
21
Fidelity Investments
Massachusetts
$17
BPA
22
Beacon Pointe Advisors
California
-$370K -20,045 Closed
CIA
23
Cape Investment Advisory
Georgia
-$7.65K -385 Closed

WTRE Hedge Fund Activity: Q4 2024 in Review

21 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q4 2024, worth a combined $2.76M — down 31% from $3.99M a quarter earlier.

Fund positioning in WTRE was balanced in Q4 2024: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 8 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $242K. The largest seller was Flow Traders U.S., cutting an estimated $593K.

  • 21 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $2.76M of WisdomTree New Economy Real Estate Fund stock for Q4 2024, down 31% quarter-over-quarter.
  • 2 funds opened new WisdomTree New Economy Real Estate Fund positions in Q4 2024 and 2 closed out, a net change of 0 holders.
  • The largest WisdomTree New Economy Real Estate Fund buyer in Q4 2024 was Virtu Financial, an estimated $242K added.
  • The largest WisdomTree New Economy Real Estate Fund seller in Q4 2024 was Flow Traders U.S., an estimated $593K sold.

Based on aggregated 13F filings for Q4 2024.