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WisdomTree New Economy Real Estate Fund

24 hedge funds and large institutions have $3.04M invested in WisdomTree New Economy Real Estate Fund in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

9% more funds holding

Funds holding: 2224 (+2)

7.14% less ownership

Funds ownership: 27.96%20.82% (-7.1%)

27% less capital invested

Capital invested by funds: $4.14M → $3.04M (-$1.1M)

75% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 12

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$531K -$103K -5,763 -17%
AWM
2
AE Wealth Management
Kansas
$431K -$21.8K -1,222 -5%
Jane Street
3
Jane Street
New York
$414K -$458K -25,754 -55%
Bank of America
4
Bank of America
North Carolina
$354K +$23.9K +1,344 +8%
VF
5
Virtu Financial
New York
$286K -$10.3K -581 -4%
LPL Financial
6
LPL Financial
California
$260K -$75.8K -4,257 -24%
FTUS
7
Flow Traders U.S.
New York
$195K -$349K -19,619 -66%
UBS Group
8
UBS Group
Switzerland
$135K -$5.86K -329 -5%
JEST
9
JTC Employer Solutions Trustee
Jersey
$113K
Raymond James Financial
10
Raymond James Financial
Florida
$73.8K +$67.5K +3,790 New
Wells Fargo
11
Wells Fargo
California
$68.7K -$143K -8,009 -69%
Morgan Stanley
12
Morgan Stanley
New York
$61.8K -$961 -54 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$34.4K +$18 +1 +0.1%
MMCM
14
Murphy & Mullick Capital Management
New York
$24.6K -$16.6K -935 -42%
FFA
15
Farther Finance Advisors
California
$21.4K
Jones Financial Companies
16
Jones Financial Companies
Missouri
$11.7K +$10.8K +608 New
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$8K
GWSG
18
GPS Wealth Strategies Group
Colorado
$5.79K +$36 +2 +0.7%
SPIA
19
Steward Partners Investment Advisory
New York
$2.92K -$10.7K -600 -80%
NC
20
North Capital
Utah
$2.43K
GWM
21
Geneos Wealth Management
Colorado
$1.99K -$1.82K -102 -50%
GEA
22
Glen Eagle Advisors
New Jersey
$1.95K
HCM
23
Hollencrest Capital Management
California
$1.25K
Fidelity Investments
24
Fidelity Investments
Massachusetts
$19 +$18 +1 New
BPA
25
Beacon Pointe Advisors
California
-$370K -20,045 Closed

WTRE Hedge Fund Activity: Q2 2025 in Review

24 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q2 2025, worth a combined $3.04M — down 27% from $4.14M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new WTRE positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 12 trimmed.

The largest buyer was Raymond James Financial, opening a new position worth an estimated $67.5K. The largest seller was Jane Street, cutting an estimated $458K.

  • 24 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q2 2025, up from 22 in Q1 2025.
  • Funds reported $3.04M of WisdomTree New Economy Real Estate Fund stock for Q2 2025, down 27% quarter-over-quarter.
  • 3 funds opened new WisdomTree New Economy Real Estate Fund positions in Q2 2025 and 1 closed out, a net change of +2 holders.
  • The largest WisdomTree New Economy Real Estate Fund buyer in Q2 2025 was Raymond James Financial, an estimated $67.5K added.
  • The largest WisdomTree New Economy Real Estate Fund seller in Q2 2025 was Jane Street, an estimated $458K sold.

Based on aggregated 13F filings for Q2 2025.