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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
$9.33M +$165K +5,860 +2%
Bank of America
2
Bank of America
North Carolina
$6.32M +$505K +17,989 +9%
JCM
3
Janney Capital Management
Pennsylvania
$5.55M +$125K +4,436 +2%
FT
4
Fiduciary Trust
Massachusetts
$4.49M -$247K -8,810 -5%
Wells Fargo
5
Wells Fargo
California
$2.93M +$465K +16,574 +18%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.37M -$757K -26,970 -24%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.07M -$14.2M -505,895 -87%
FIM
8
Freedom Investment Management
Connecticut
$1.95M +$409K +14,562 +26%
DFIM
9
Detwiler Fenton Investment Management
Massachusetts
$1.6M -$101K -3,604 -6%
LPL Financial
10
LPL Financial
California
$1.27M -$311K -11,088 -19%
Goldman Sachs
11
Goldman Sachs
New York
$1.22M +$82.7K +2,946 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.03M +$765K +27,266 +269%
SAM
13
SignalPoint Asset Management
Missouri
$969K +$302K +10,762 +44%
KFP
14
Keystone Financial Planning
Ohio
$643K +$656K +23,362 New
Jane Street
15
Jane Street
New York
$580K -$1.19M -42,210 -67%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$558K +$570K +20,293 New
U
17
UBS
Switzerland
$513K -$11.8K -420 -2%
PI
18
Placemark Investments
Illinois
$473K +$132K +4,692 +38%
LS
19
Lattice Strategies
Pennsylvania
$231K -$56.1K -2,000 -19%
M&T Bank
20
M&T Bank
New York
$226K
HTC
21
Haverford Trust Company
Pennsylvania
$203K
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$124K +$6.74K +240 +6%
AIG
23
American International Group
New York
$90.5K -$19.8K -705 -18%
Ameriprise
24
Ameriprise
Minnesota
$68K +$1.91K +68 +3%
CAL
25
Capital Advisors Ltd
Ohio
$51K +$52.5K +1,870 New