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WisdomTree New Economy Real Estate Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.76M +$8.66M +284,804 New
FT
2
Fiduciary Trust
Massachusetts
$3.9M +$4.35M +143,142 New
Bank of America
3
Bank of America
North Carolina
$3.35M +$3.74M +123,074 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.03M +$2.27M +74,502 New
LPL Financial
5
LPL Financial
California
$1.61M +$1.8M +59,209 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.33M +$1.48M +48,804 New
DFIM
7
Detwiler Fenton Investment Management
Massachusetts
$1.21M +$1.35M +44,399 New
FIM
8
Freedom Investment Management
Connecticut
$1.14M +$1.27M +41,738 New
Wells Fargo
9
Wells Fargo
California
$1.12M +$1.24M +40,930 New
Goldman Sachs
10
Goldman Sachs
New York
$1.05M +$1.17M +38,420 New
SAM
11
SignalPoint Asset Management
Missouri
$978K +$1.09M +35,873 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$776K +$866K +28,491 New
U
13
UBS
Switzerland
$673K +$751K +24,688 New
LS
14
Lattice Strategies
Pennsylvania
$309K +$345K +11,352 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$302K +$337K +11,070 New
MWP
16
Moller Wealth Partners
$223K +$249K +8,182 New
HTC
17
Haverford Trust Company
Pennsylvania
$201K +$224K +7,383 New
Citigroup
18
Citigroup
New York
$193K +$215K +7,068 New
M&T Bank
19
M&T Bank
New York
$164K +$183K +6,015 New
AIG
20
American International Group
New York
$103K +$115K +3,794 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$98K +$109K +3,597 New
Ameriprise
22
Ameriprise
Minnesota
$69K +$76.7K +2,523 New
Deutsche Bank
23
Deutsche Bank
Germany
$37K +$41.3K +1,358 New
Nomura Holdings
24
Nomura Holdings
Japan
$30K +$33.2K +1,093 New
MFS
25
MSI Financial Services
Massachusetts
$22K +$24K +789 New