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WisdomTree New Economy Real Estate Fund
WTRE

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1
Janney Capital Management
Pennsylvania
$8.03M +$475K +16,528 +6%
Morgan Stanley
2
Morgan Stanley
New York
$7.29M -$1.66M -57,609 -18%
Bank of America
3
Bank of America
North Carolina
$5.96M +$4.29M +148,970 +237%
FT
4
Fiduciary Trust
Massachusetts
$3.83M -$9.23K -321 -0.2%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.87M +$2.03M +70,703 +228%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.36M +$31.6K +1,097 +1%
DFIM
7
Detwiler Fenton Investment Management
Massachusetts
$1.57M -$42.4K -1,474 -3%
Wells Fargo
8
Wells Fargo
California
$1.27M -$193K -6,695 -13%
FIM
9
Freedom Investment Management
Connecticut
$1.27M +$52.3K +1,817 +4%
Jane Street
10
Jane Street
New York
$1.22M +$892K +31,012 +254%
SAM
11
SignalPoint Asset Management
Missouri
$1.1M +$224K +7,800 +25%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$865K +$707K +24,590 +400%
LPL Financial
13
LPL Financial
California
$846K -$528K -18,352 -38%
PI
14
Placemark Investments
Illinois
$772K +$63.4K +2,205 +9%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$753K +$27.6K +960 +4%
Goldman Sachs
16
Goldman Sachs
New York
$534K +$546K +18,969 New
Creative Planning
17
Creative Planning
Kansas
$369K +$274K +9,518 +265%
UBS Group
18
UBS Group
Switzerland
$334K +$342K +11,880 New
BTS
19
BB&T Securities
Virginia
$259K +$265K +9,205 New
KFP
20
Keystone Financial Planning
Ohio
$225K – – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$218K +$222K +7,732 New
HTC
22
Haverford Trust Company
Pennsylvania
$208K – – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$114K +$81.8K +2,845 +235%
AIG
24
American International Group
New York
$63K -$15K -520 -19%
VNA
25
Valley National Advisers
Pennsylvania
$58K +$60.8K +2,115 New
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