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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
$6.64M -$306K -12,256 -5%
Morgan Stanley
2
Morgan Stanley
New York
$4.65M -$2.35M -94,081 -36%
FT
3
Fiduciary Trust
Massachusetts
$3.49M +$174K +6,946 +6%
VWM
4
Venturi Wealth Management
Texas
$3.04M +$454K +18,170 +19%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.38M -$40.6K -1,626 -2%
Wells Fargo
6
Wells Fargo
California
$1.64M +$278K +11,107 +23%
FIM
7
Freedom Investment Management
Connecticut
$1.24M -$4.87K -195 -0.4%
SAM
8
SignalPoint Asset Management
Missouri
$1.23M +$115K +4,620 +11%
Jane Street
9
Jane Street
New York
$1.15M +$646K +25,865 +158%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$893K -$45.8K -1,833 -5%
GWM
11
Geneos Wealth Management
Colorado
$847K +$785K +31,412 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$584K -$25.7K -1,029 -5%
Creative Planning
13
Creative Planning
Kansas
$581K +$72.8K +2,914 +16%
Bank of America
14
Bank of America
North Carolina
$528K -$263K -10,544 -35%
MWM
15
Mission Wealth Management
California
$466K +$84.9K +3,400 +25%
LPL Financial
16
LPL Financial
California
$410K -$3.85K -154 -1%
ACM
17
Argentus Capital Management
Texas
$349K +$320K +12,804 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$338K – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$326K +$59K +2,363 +25%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$272K +$249K +9,979 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$211K -$461K -18,434 -70%
AIG
22
American International Group
New York
$71K -$849 -34 -1%
CAL
23
Capital Advisors Ltd
Ohio
$51K – – –
CFA
24
Carroll Financial Associates
North Carolina
$42K +$9.39K +376 +32%
UBS Group
25
UBS Group
Switzerland
$35K -$554K -22,154 -94%
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