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WisdomTree New Economy Real Estate Fund
WTRE

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.48M +$1.8M +61,244 +24%
JCM
2
Janney Capital Management
Pennsylvania
$8.47M +$15K +510 +0.2%
Bank of America
3
Bank of America
North Carolina
$6.83M +$541K +18,391 +9%
FT
4
Fiduciary Trust
Massachusetts
$3.82M -$210K -7,131 -5%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.56M +$78.2K +2,655 +3%
DFIM
6
Detwiler Fenton Investment Management
Massachusetts
$1.55M -$109K -3,715 -7%
LPL Financial
7
LPL Financial
California
$1.53M +$627K +21,296 +71%
Wells Fargo
8
Wells Fargo
California
$1.38M +$43.2K +1,468 +3%
FIM
9
Freedom Investment Management
Connecticut
$1.29M -$42.8K -1,455 -3%
OMC
10
Old Mission Capital
Illinois
$1.28M +$1.28M +43,328 New
SAM
11
SignalPoint Asset Management
Missouri
$1.22M +$58.5K +1,987 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.06M +$934K +31,712 +782%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$802K +$9.07K +308 +1%
Goldman Sachs
14
Goldman Sachs
New York
$748K +$184K +6,267 +33%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$627K -$2.37M -80,599 -79%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$431K -$477K -16,209 -53%
Creative Planning
17
Creative Planning
Kansas
$390K +$1.21K +41 +0.3%
Jane Street
18
Jane Street
New York
$383K -$893K -30,324 -70%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$337K +$107K +3,624 +47%
UBS Group
20
UBS Group
Switzerland
$283K -$68.9K -2,340 -20%
CS
21
Credit Suisse
Switzerland
$207K +$206K +7,000 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$159K +$157K +5,349 New
AIG
23
American International Group
New York
$76.7K +$10.3K +350 +16%
MAA
24
Managed Account Advisors
New Jersey
$61K +$60.5K +2,056 New
CAL
25
Capital Advisors Ltd
Ohio
$55K – – –
1
2