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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
$5.75M -$131K -4,934 -2%
FT
2
Fiduciary Trust
Massachusetts
$2.76M -$312K -11,716 -10%
Morgan Stanley
3
Morgan Stanley
New York
$2.35M -$238K -8,941 -9%
Wells Fargo
4
Wells Fargo
California
$1.58M +$47.1K +1,770 +3%
SAM
5
SignalPoint Asset Management
Missouri
$1.53M +$145K +5,429 +10%
FIM
6
Freedom Investment Management
Connecticut
$1.21M -$47.9K -1,799 -4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.08M -$826K -30,999 -42%
Citadel Advisors
8
Citadel Advisors
Florida
$1.02M +$287K +10,766 +36%
Jane Street
9
Jane Street
New York
$977K -$1.39M -52,073 -57%
GLRA
10
Gerald L. Ray & Associates
Texas
$944K +$81.9K +3,074 +9%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$699K +$737K +27,683 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$645K -$26.2K -983 -4%
LPL Financial
13
LPL Financial
California
$619K -$14.8K -556 -2%
GWM
14
Geneos Wealth Management
Colorado
$584K -$136K -5,120 -18%
Creative Planning
15
Creative Planning
Kansas
$473K +$31.9K +1,197 +7%
MWM
16
Mission Wealth Management
California
$432K
RJFSA
17
Raymond James Financial Services Advisors
Florida
$295K +$66K +2,478 +27%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$294K
Bank of America
19
Bank of America
North Carolina
$272K -$36.1K -1,357 -11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$187K +$240 +9 +0.1%
AG
21
Advisor Group
Arizona
$65K
CAL
22
Capital Advisors Ltd
Ohio
$47K
CFA
23
Carroll Financial Associates
North Carolina
$39K
JP Morgan Chase
24
JP Morgan Chase
New York
$16K
SF
25
Synovus Financial
Georgia
$15K +$533 +20 +3%