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WisdomTree New Economy Real Estate Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1
Janney Capital Management
Pennsylvania
$6.46M -$154K -5,705 -2%
Morgan Stanley
2
Morgan Stanley
New York
$3.83M -$791K -29,286 -17%
VWM
3
Venturi Wealth Management
Texas
$3.61M +$585K +21,660 +19%
FT
4
Fiduciary Trust
Massachusetts
$3.46M -$6.8K -252 -0.2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.2M -$161K -5,949 -7%
Wells Fargo
6
Wells Fargo
California
$1.61M -$22.8K -846 -1%
FIM
7
Freedom Investment Management
Connecticut
$1.28M +$50.8K +1,881 +4%
SAM
8
SignalPoint Asset Management
Missouri
$1.17M -$54.2K -2,006 -4%
Jane Street
9
Jane Street
New York
$1.07M -$69.2K -2,565 -6%
GWM
10
Geneos Wealth Management
Colorado
$815K -$44K -1,631 -5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$789K +$577K +21,369 +276%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$772K -$115K -4,271 -13%
Creative Planning
13
Creative Planning
Kansas
$589K +$10.5K +388 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$500K +$175K +6,499 +54%
MWM
15
Mission Wealth Management
California
$464K
VKH
16
Virtu KCG Holdings
New York
$388K +$386K +14,299 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$337K
Bank of America
18
Bank of America
North Carolina
$328K -$197K -7,305 -38%
ACM
19
Argentus Capital Management
Texas
$316K -$30.9K -1,143 -9%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$281K +$10.4K +387 +4%
Citadel Advisors
21
Citadel Advisors
Florida
$263K +$261K +9,683 New
LPL Financial
22
LPL Financial
California
$212K -$205K -7,591 -49%
AG
23
Advisor Group
Arizona
$77K +$76.8K +2,845 New
CAL
24
Capital Advisors Ltd
Ohio
$51K
CFA
25
Carroll Financial Associates
North Carolina
$42K