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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
$10.7M +$898K +30,671 +9%
JCM
2
Janney Capital Management
Pennsylvania
$7.07M +$503K +17,184 +8%
AGA
3
Accuvest Global Advisors
Utah
$6.36M +$6.19M +211,545 New
FT
4
Fiduciary Trust
Massachusetts
$4.34M -$167K -5,696 -4%
Bank of America
5
Bank of America
North Carolina
$4.06M +$157K +5,359 +4%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.3M -$53K -1,811 -2%
Wells Fargo
7
Wells Fargo
California
$1.81M -$48.3K -1,649 -3%
DFIM
8
Detwiler Fenton Investment Management
Massachusetts
$1.68M -$109K -3,709 -6%
LPL Financial
9
LPL Financial
California
$1.46M +$66.6K +2,275 +5%
SAM
10
SignalPoint Asset Management
Missouri
$1.11M +$120K +4,102 +12%
FIM
11
Freedom Investment Management
Connecticut
$907K +$4.42K +151 +0.5%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$783K +$27.2K +928 +4%
U
13
UBS
Switzerland
$692K +$34.9K +1,193 +5%
PI
14
Placemark Investments
Illinois
$691K +$98.1K +3,351 +17%
KFP
15
Keystone Financial Planning
Ohio
$312K -$231K -7,888 -43%
HTC
16
Haverford Trust Company
Pennsylvania
$222K
CS
17
Credit Suisse
Switzerland
$211K +$205K +7,000 New
LS
18
Lattice Strategies
Pennsylvania
$202K +$196K +6,700 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$185K -$1.4M -47,693 -89%
AP
20
Advisors Preferred
Maryland
$182K +$177K +6,035 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$160K -$7.23K -247 -4%
AIG
22
American International Group
New York
$83K
Ameriprise
23
Ameriprise
Minnesota
$72K -$16.2K -554 -19%
Creative Planning
24
Creative Planning
Kansas
$70K +$3.1K +106 +5%
CAL
25
Capital Advisors Ltd
Ohio
$56K