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WisdomTree New Economy Real Estate Fund

20 hedge funds and large institutions have $2.63M invested in WisdomTree New Economy Real Estate Fund in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

2.65% less ownership

Funds ownership: 20.82%18.17% (-2.6%)

14% less capital invested

Capital invested by funds: $3.04M → $2.63M (-$414K)

17% less funds holding

Funds holding: 2420 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
20
Holders Change
-4
Holders Change %
-16.67%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$732K +$298K +14,698 +81%
AWM
2
AE Wealth Management
Kansas
$347K -$133K -6,559 -30%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$314K -$267K -13,142 -48%
LPL Financial
4
LPL Financial
California
$314K +$14.6K +717 +5%
Jane Street
5
Jane Street
New York
$262K -$193K -9,489 -45%
VF
6
Virtu Financial
New York
$262K -$59K -2,905 -20%
JEST
7
JTC Employer Solutions Trustee
Jersey
$129K
Wells Fargo
8
Wells Fargo
California
$78.5K -$20 -1 -0%
Morgan Stanley
9
Morgan Stanley
New York
$70.7K +$20 +1 +0%
Osaic Holdings
10
Osaic Holdings
Arizona
$36.5K
MMCM
11
Murphy & Mullick Capital Management
New York
$28.3K
FFA
12
Farther Finance Advisors
California
$24.4K
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$9K
GWSG
14
GPS Wealth Strategies Group
Colorado
$6.64K +$20 +1 +0.3%
SPIA
15
Steward Partners Investment Advisory
New York
$3.34K
NC
16
North Capital
Utah
$2.8K +$20 +1 +0.8%
GWM
17
Geneos Wealth Management
Colorado
$2.27K
GEA
18
Glen Eagle Advisors
New Jersey
$2.23K
ASN
19
Advisory Services Network
Georgia
$1.13K +$1.03K +51 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$22
FTUS
21
Flow Traders U.S.
New York
-$195K -10,010 Closed
UBS Group
22
UBS Group
Switzerland
-$135K -6,913 Closed
Raymond James Financial
23
Raymond James Financial
Florida
-$73.8K -3,790 Closed
Jones Financial Companies
24
Jones Financial Companies
Missouri
-$11.7K -608 Closed
HCM
25
Hollencrest Capital Management
California
-$1.25K -64 Closed

WTRE Hedge Fund Activity: Q3 2025 in Review

20 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q3 2025, worth a combined $2.63M — down 14% from $3.04M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of WTRE and 1 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was Bank of America, adding an estimated $298K. The largest seller was Susquehanna International Group, cutting an estimated $267K.

  • 20 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q3 2025, down from 24 in Q2 2025.
  • Funds reported $2.63M of WisdomTree New Economy Real Estate Fund stock for Q3 2025, down 14% quarter-over-quarter.
  • 1 fund opened new WisdomTree New Economy Real Estate Fund positions in Q3 2025 and 5 closed out, a net change of -4 holders.
  • The largest WisdomTree New Economy Real Estate Fund buyer in Q3 2025 was Bank of America, an estimated $298K added.
  • The largest WisdomTree New Economy Real Estate Fund seller in Q3 2025 was Susquehanna International Group, an estimated $267K sold.

Based on aggregated 13F filings for Q3 2025.