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WisdomTree New Economy Real Estate Fund

16 hedge funds and large institutions have $2.55M invested in WisdomTree New Economy Real Estate Fund in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.28% more ownership

Funds ownership: 18.17%18.45% (+0.28%)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

3% less capital invested

Capital invested by funds: $2.63M → $2.55M (-$73.8K)

20% less funds holding

Funds holding: 2016 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
16
Holders Change
-4
Holders Change %
-20%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
4
Closed
6
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
$674K -$27.2K -1,219 -4%
FTUS
2
Flow Traders U.S.
New York
$542K +$569K +25,475 New
LPL Financial
3
LPL Financial
California
$452K +$159K +7,142 +51%
AWM
4
AE Wealth Management
Kansas
$312K -$20.5K -920 -6%
VF
5
Virtu Financial
New York
$258K +$7.97K +357 +3%
JEST
6
JTC Employer Solutions Trustee
Jersey
$123K
Morgan Stanley
7
Morgan Stanley
New York
$50.6K -$17.8K -798 -25%
Osaic Holdings
8
Osaic Holdings
Arizona
$37.7K +$22 +1 +0.1%
Wells Fargo
9
Wells Fargo
California
$36.4K -$40.5K -1,815 -51%
MMCM
10
Murphy & Mullick Capital Management
New York
$27.1K
FFA
11
Farther Finance Advisors
California
$23.4K
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$8K
UBS Group
13
UBS Group
Switzerland
$3K +$3.15K +141 New
GWM
14
Geneos Wealth Management
Colorado
$2.17K
GEA
15
Glen Eagle Advisors
New Jersey
$2.13K
Fidelity Investments
16
Fidelity Investments
Massachusetts
$106 +$89 +4 +400%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
-$314K -14,122 Closed
Jane Street
18
Jane Street
New York
-$262K -11,786 Closed
GWSG
19
GPS Wealth Strategies Group
Colorado
-$6.64K -298 Closed
SPIA
20
Steward Partners Investment Advisory
New York
-$3.34K -150 Closed
NC
21
North Capital
Utah
-$2.8K -126 Closed
ASN
22
Advisory Services Network
Georgia
-$1.13K -51 Closed

WTRE Hedge Fund Activity: Q4 2025 in Review

16 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in WisdomTree New Economy Real Estate Fund (WTRE) for Q4 2025, worth a combined $2.55M — down 2.8% from $2.63M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of WTRE and 2 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 4 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $569K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $314K sold.

  • 16 institutional investors held WisdomTree New Economy Real Estate Fund (WTRE) as of Q4 2025, down from 20 in Q3 2025.
  • Funds reported $2.55M of WisdomTree New Economy Real Estate Fund stock for Q4 2025, down 2.8% quarter-over-quarter.
  • 2 funds opened new WisdomTree New Economy Real Estate Fund positions in Q4 2025 and 6 closed out, a net change of -4 holders.
  • The largest WisdomTree New Economy Real Estate Fund buyer in Q4 2025 was Flow Traders U.S., an estimated $569K added.
  • The largest WisdomTree New Economy Real Estate Fund seller in Q4 2025 was Susquehanna International Group, an estimated $314K sold.

Based on aggregated 13F filings for Q4 2025.