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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
$6.91M -$153K -5,667 -2%
JCM
2
Janney Capital Management
Pennsylvania
$6.69M -$609K -22,623 -8%
FT
3
Fiduciary Trust
Massachusetts
$3.16M -$171K -6,349 -5%
Citadel Advisors
4
Citadel Advisors
Florida
$2.77M +$1.99M +74,067 +232%
VWM
5
Venturi Wealth Management
Texas
$2.44M +$2.51M +93,341 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.32M +$43.8K +1,625 +2%
Wells Fargo
7
Wells Fargo
California
$1.28M -$71.6K -2,659 -5%
FIM
8
Freedom Investment Management
Connecticut
$1.19M +$492K +18,266 +67%
SAM
9
SignalPoint Asset Management
Missouri
$1.06M -$41.6K -1,544 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$903K -$56.5K -2,099 -6%
NPC
11
National Planning Corporation
California
$822K +$41.7K +1,549 +5%
Bank of America
12
Bank of America
North Carolina
$782K -$2.75M -102,183 -77%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$685K +$98.2K +3,646 +16%
UBS Group
14
UBS Group
Switzerland
$612K +$510K +18,918 +418%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$587K -$42.2K -1,566 -7%
Creative Planning
16
Creative Planning
Kansas
$481K +$21.5K +797 +5%
Jane Street
17
Jane Street
New York
$427K -$2.01M -74,576 -82%
VKH
18
Virtu KCG Holdings
New York
$409K +$422K +15,675 New
LPL Financial
19
LPL Financial
California
$400K +$172K +6,393 +69%
MWM
20
Mission Wealth Management
California
$358K – – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$324K +$334K +12,415 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$250K +$88.2K +3,275 +52%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$217K +$224K +8,322 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$87K +$89.9K +3,337 New
AIG
25
American International Group
New York
$69K +$916 +34 +1%
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