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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
$6.7M -$151K -5,264 -2%
FT
2
Fiduciary Trust
Massachusetts
$3.48M -$195K -6,811 -5%
Morgan Stanley
3
Morgan Stanley
New York
$2.94M -$1.12M -38,976 -28%
Jane Street
4
Jane Street
New York
$2.61M +$1.46M +51,106 +129%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.12M -$216K -7,542 -9%
Wells Fargo
6
Wells Fargo
California
$1.75M +$43.5K +1,517 +3%
SAM
7
SignalPoint Asset Management
Missouri
$1.59M +$345K +12,037 +28%
FIM
8
Freedom Investment Management
Connecticut
$1.44M +$75.1K +2,621 +6%
GLRA
9
Gerald L. Ray & Associates
Texas
$988K +$984K +34,329 New
Citadel Advisors
10
Citadel Advisors
Florida
$851K +$570K +19,878 +205%
GWM
11
Geneos Wealth Management
Colorado
$814K -$43.1K -1,505 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$763K -$56.4K -1,967 -7%
LPL Financial
13
LPL Financial
California
$712K +$490K +17,112 +218%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$592K +$590K +20,575 New
Creative Planning
15
Creative Planning
Kansas
$505K -$119K -4,167 -19%
MWM
16
Mission Wealth Management
California
$492K
Bank of America
17
Bank of America
North Carolina
$349K +$1.6K +56 +0.5%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$335K -$22.1K -770 -6%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$265K -$33K -1,151 -11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$214K -$316K -11,019 -60%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$202K +$200K +6,992 New
CWM
22
Concert Wealth Management
California
$179K +$178K +6,203 New
AP
23
Advisors Preferred
Maryland
$155K +$152K +5,287 +6,370%
AG
24
Advisor Group
Arizona
$75K -$7.34K -256 -9%
CAL
25
Capital Advisors Ltd
Ohio
$54K