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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
$8.97M -$404K -14,950 -4%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.26M +$3.79M +140,362 +163%
JCM
3
Janney Capital Management
Pennsylvania
$6.03M +$437K +16,158 +8%
FT
4
Fiduciary Trust
Massachusetts
$4.16M -$354K -13,118 -8%
Bank of America
5
Bank of America
North Carolina
$3.59M -$2.7M -100,015 -44%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.17M +$83.7K +3,097 +4%
Wells Fargo
7
Wells Fargo
California
$1.72M -$1.2M -44,561 -42%
DFIM
8
Detwiler Fenton Investment Management
Massachusetts
$1.65M +$43.9K +1,626 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.49M +$444K +16,450 +44%
LPL Financial
10
LPL Financial
California
$1.28M -$4.43K -164 -0.4%
SAM
11
SignalPoint Asset Management
Missouri
$911K -$62.5K -2,312 -7%
FIM
12
Freedom Investment Management
Connecticut
$830K -$1.1M -40,701 -58%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$695K +$130K +4,818 +24%
U
14
UBS
Switzerland
$604K +$85.9K +3,180 +17%
VKH
15
Virtu KCG Holdings
New York
$585K +$572K +21,177 New
PI
16
Placemark Investments
Illinois
$544K +$65.9K +2,440 +14%
KFP
17
Keystone Financial Planning
Ohio
$506K -$138K -5,099 -22%
Goldman Sachs
18
Goldman Sachs
New York
$484K -$722K -26,720 -60%
Jane Street
19
Jane Street
New York
$258K -$318K -11,781 -56%
HTC
20
Haverford Trust Company
Pennsylvania
$204K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$154K +$29K +1,075 +24%
Ameriprise
22
Ameriprise
Minnesota
$82K +$13.2K +490 +20%
AIG
23
American International Group
New York
$76.4K -$14.3K -530 -16%
Creative Planning
24
Creative Planning
Kansas
$62K +$16.2K +599 +37%
CAL
25
Capital Advisors Ltd
Ohio
$52K