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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
$4.28M -$2.05M -75,955 -33%
ACM
2
Avalon Capital Management
California
$3.51M +$3.36M +124,448 New
Morgan Stanley
3
Morgan Stanley
New York
$2.92M +$281K +10,403 +11%
FT
4
Fiduciary Trust
Massachusetts
$2.41M -$643K -23,813 -22%
Wells Fargo
5
Wells Fargo
California
$1.88M +$106K +3,914 +6%
SAM
6
SignalPoint Asset Management
Missouri
$1.76M +$45.8K +1,697 +3%
SG Americas Securities
7
SG Americas Securities
New York
$1.55M +$1.49M +55,021 New
FIM
8
Freedom Investment Management
Connecticut
$1.46M +$103K +3,805 +8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.27M +$466K +17,264 +62%
GLRA
10
Gerald L. Ray & Associates
Texas
$1.02M -$31.3K -1,160 -3%
Jane Street
11
Jane Street
New York
$884K -$198K -7,328 -19%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$701K -$479K -17,759 -42%
Creative Planning
13
Creative Planning
Kansas
$553K +$23.1K +857 +5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$511K -$199K -7,389 -29%
MWM
15
Mission Wealth Management
California
$482K – – –
Stifel Financial
16
Stifel Financial
Missouri
$463K +$445K +16,473 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$399K +$67.3K +2,493 +21%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$339K +$9.07K +336 +3%
Bank of America
19
Bank of America
North Carolina
$286K -$17K -628 -6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$239K +$28.6K +1,058 +14%
LPL Financial
21
LPL Financial
California
$222K -$447K -16,574 -68%
CAL
22
Capital Advisors Ltd
Ohio
$53K – – –
CFA
23
Carroll Financial Associates
North Carolina
$39K -$4.13K -153 -10%
AG
24
Advisor Group
Arizona
$25K -$45.6K -1,690 -65%
UBS Group
25
UBS Group
Switzerland
$19K +$3.02K +112 +20%
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