WTRE icon

WisdomTree New Economy Real Estate Fund

22 hedge funds and large institutions have $4.14M invested in WisdomTree New Economy Real Estate Fund in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$815K +$508K +29,311 +165%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$572K +$79.1K +4,563 +16%
FTUS
3
Flow Traders U.S.
New York
$513K +$260K +14,993 +102%
AWM
4
AE Wealth Management
Kansas
$405K -$30.8K -1,777 -7%
BPA
5
Beacon Pointe Advisors
California
$370K +$370K +20,045 New
LPL Financial
6
LPL Financial
California
$306K +$121K +6,990 +66%
Bank of America
7
Bank of America
North Carolina
$292K +$10.8K +626 +4%
VF
8
Virtu Financial
New York
$264K +$39.3K +2,273 +17%
Wells Fargo
9
Wells Fargo
California
$200K -$11.7K -677 -6%
UBS Group
10
UBS Group
Switzerland
$125K -$624 -36 -0.5%
JEST
11
JTC Employer Solutions Trustee
Jersey
$100K
Morgan Stanley
12
Morgan Stanley
New York
$56K -$1.2K -69 -2%
MMCM
13
Murphy & Mullick Capital Management
New York
$38.3K -$5.61K -324 -13%
Osaic Holdings
14
Osaic Holdings
Arizona
$30.7K +$832 +48 +3%
FFA
15
Farther Finance Advisors
California
$19.1K +$19.1K +1,098 New
SPIA
16
Steward Partners Investment Advisory
New York
$13K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +387 New
GWSG
18
GPS Wealth Strategies Group
Colorado
$5.12K
GWM
19
Geneos Wealth Management
Colorado
$3.54K +$1.77K +102 +100%
NC
20
North Capital
Utah
$2.17K +$2.17K +125 New
GEA
21
Glen Eagle Advisors
New Jersey
$1.73K
HCM
22
Hollencrest Capital Management
California
$1.11K
FCAS
23
First Command Advisory Services
Texas
-$604 -35 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
-$17 -1 Closed
CA
25
Continuum Advisory
Idaho
-$17 -1 Closed