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WisdomTree New Economy Real Estate Fund
WTRE

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.26M +$214K +7,251 +7%
Jane Street
2
Jane Street
New York
$2.41M +$1.49M +50,553 +161%
Wells Fargo
3
Wells Fargo
California
$2.07M +$108K +3,658 +5%
SAM
4
SignalPoint Asset Management
Missouri
$1.78M -$51.6K -1,745 -3%
FT
5
Fiduciary Trust
Massachusetts
$1.57M -$946K -32,014 -38%
FIM
6
Freedom Investment Management
Connecticut
$1.52M -$5.67K -192 -0.4%
GLRA
7
Gerald L. Ray & Associates
Texas
$1.11M +$42.4K +1,436 +4%
SG Americas Securities
8
SG Americas Securities
New York
$1.04M -$584K -19,764 -36%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.02M -$303K -10,258 -23%
Creative Planning
10
Creative Planning
Kansas
$572K -$5.05K -171 -0.9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$566K -$167K -5,645 -23%
Stifel Financial
12
Stifel Financial
Missouri
$543K +$54.8K +1,854 +11%
MWM
13
Mission Wealth Management
California
$503K – – –
Bank of America
14
Bank of America
North Carolina
$500K +$201K +6,809 +67%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$425K +$8.87K +300 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$351K -$2.96K -100 -0.8%
LPL Financial
17
LPL Financial
California
$309K +$78.9K +2,669 +34%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$251K – – –
UBS Group
19
UBS Group
Switzerland
$164K +$145K +4,901 +714%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$137K -$399K -13,498 -74%
AG
21
Advisor Group
Arizona
$92K +$65.3K +2,209 +246%
CAL
22
Capital Advisors Ltd
Ohio
$55K – – –
CFA
23
Carroll Financial Associates
North Carolina
$41K – – –
SF
24
Synovus Financial
Georgia
$18K +$562 +19 +3%
GRP
25
Global Retirement Partners
California
$13K – – –
1
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