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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

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

50% more capital invested

Capital invested by funds: $2.76M → $4.14M (+$1.38M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

10.18% more ownership

Funds ownership: 17.78%27.96% (+10%)

5% more funds holding

Funds holding: 2122 (+1)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.29%
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
Change in
Stake
Jane Street
1
Jane Street
New York
$815K +$513K +29,311 +165%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$572K +$79.8K +4,563 +16%
FTUS
3
Flow Traders U.S.
New York
$513K +$262K +14,993 +102%
AWM
4
AE Wealth Management
Kansas
$405K -$31.1K -1,777 -7%
BPA
5
Beacon Pointe Advisors
California
$370K +$351K +20,045 New
LPL Financial
6
LPL Financial
California
$306K +$122K +6,990 +66%
Bank of America
7
Bank of America
North Carolina
$292K +$10.9K +626 +4%
VF
8
Virtu Financial
New York
$264K +$39.8K +2,273 +17%
Wells Fargo
9
Wells Fargo
California
$200K -$11.8K -677 -6%
UBS Group
10
UBS Group
Switzerland
$125K -$630 -36 -0.5%
JEST
11
JTC Employer Solutions Trustee
Jersey
$100K
Morgan Stanley
12
Morgan Stanley
New York
$56K -$1.21K -69 -2%
MMCM
13
Murphy & Mullick Capital Management
New York
$38.3K -$5.67K -324 -13%
Osaic Holdings
14
Osaic Holdings
Arizona
$30.7K +$840 +48 +3%
FFA
15
Farther Finance Advisors
California
$19.1K +$19.2K +1,098 New
SPIA
16
Steward Partners Investment Advisory
New York
$13K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$7K +$6.77K +387 New
GWSG
18
GPS Wealth Strategies Group
Colorado
$5.12K
GWM
19
Geneos Wealth Management
Colorado
$3.54K +$1.78K +102 +100%
NC
20
North Capital
Utah
$2.17K +$2.19K +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
CA
24
Continuum Advisory
Idaho
-$17 -1 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-$17 -1 Closed

WTRE Hedge Fund Activity: Q1 2025 in Review

22 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q1 2025, worth a combined $4.14M — up 50% from $2.76M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new WTRE positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Jane Street, adding an estimated $513K. The largest seller was AE Wealth Management, cutting an estimated $31.1K.

  • 22 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q1 2025, up from 21 in Q4 2024.
  • Funds reported $4.14M of WisdomTree New Economy Real Estate Fund stock for Q1 2025, up 50% quarter-over-quarter.
  • 4 funds opened new WisdomTree New Economy Real Estate Fund positions in Q1 2025 and 3 closed out, a net change of +1 holder.
  • The largest WisdomTree New Economy Real Estate Fund buyer in Q1 2025 was Jane Street, an estimated $513K added.
  • The largest WisdomTree New Economy Real Estate Fund seller in Q1 2025 was AE Wealth Management, an estimated $31.1K sold.

Based on aggregated 13F filings for Q1 2025.