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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
$8.76M -$477K -15,715 -5%
JCM
2
Janney Capital Management
Pennsylvania
$8.04M -$193K -6,352 -2%
Bank of America
3
Bank of America
North Carolina
$6.1M -$557K -18,331 -8%
FT
4
Fiduciary Trust
Massachusetts
$3.64M -$79.3K -2,612 -2%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.48M +$3.03M +99,824 +471%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.36M -$131K -4,309 -5%
Jane Street
7
Jane Street
New York
$1.75M +$1.46M +48,011 +372%
Wells Fargo
8
Wells Fargo
California
$1.5M +$168K +5,539 +12%
LPL Financial
9
LPL Financial
California
$1.44M -$11.3K -372 -0.7%
FIM
10
Freedom Investment Management
Connecticut
$1.23M -$24.8K -816 -2%
SAM
11
SignalPoint Asset Management
Missouri
$1.22M – – –
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.1M +$76.8K +2,528 +7%
NPC
13
National Planning Corporation
California
$879K +$948K +31,221 New
Citadel Advisors
14
Citadel Advisors
Florida
$825K +$871K +28,666 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$771K -$7.23K -238 -0.9%
MWM
16
Mission Wealth Management
California
$445K +$456K +15,000 New
Creative Planning
17
Creative Planning
Kansas
$398K +$20.9K +687 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$302K -$25.6K -843 -7%
Goldman Sachs
19
Goldman Sachs
New York
$275K -$476K -15,664 -62%
DFIM
20
Detwiler Fenton Investment Management
Massachusetts
$265K -$1.31M -43,019 -82%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$220K -$209K -6,881 -47%
CS
22
Credit Suisse
Switzerland
$201K – – –
UBS Group
23
UBS Group
Switzerland
$178K -$102K -3,365 -35%
AIG
24
American International Group
New York
$74.5K – – –
MAA
25
Managed Account Advisors
New Jersey
$68K +$9.38K +309 +15%
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