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WisdomTree New Economy Real Estate Fund
WTRE

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$5.2M +$2.92M +94,319 +134%
Morgan Stanley
2
Morgan Stanley
New York
$3.67M +$158K +5,099 +5%
Jane Street
3
Jane Street
New York
$3.39M +$783K +25,331 +31%
FIM
4
Freedom Investment Management
Connecticut
$1.7M +$68.6K +2,219 +4%
FT
5
Fiduciary Trust
Massachusetts
$1.49M -$195K -6,320 -12%
GLRA
6
Gerald L. Ray & Associates
Texas
$1.14M -$55K -1,778 -5%
SAM
7
SignalPoint Asset Management
Missouri
$1.13M -$768K -24,839 -41%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$699K -$389K -12,575 -36%
Creative Planning
9
Creative Planning
Kansas
$670K +$54.8K +1,773 +9%
Stifel Financial
10
Stifel Financial
Missouri
$587K +$7.89K +255 +1%
Bank of America
11
Bank of America
North Carolina
$547K +$9.71K +314 +2%
MWM
12
Mission Wealth Management
California
$541K – – –
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$520K -$85.6K -2,768 -14%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$473K +$15.8K +510 +4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$383K +$5.32K +172 +1%
SG Americas Securities
16
SG Americas Securities
New York
$346K -$752K -24,312 -69%
LPL Financial
17
LPL Financial
California
$339K +$6.71K +217 +2%
UBS Group
18
UBS Group
Switzerland
$308K +$129K +4,164 +75%
AG
19
Advisor Group
Arizona
$306K +$204K +6,593 +212%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$291K +$21.8K +706 +8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$151K +$3.83K +124 +3%
CAL
22
Capital Advisors Ltd
Ohio
$59K – – –
CFA
23
Carroll Financial Associates
North Carolina
$45K – – –
AOWM
24
Alpha Omega Wealth Management
Virginia
$13K – – –
GRP
25
Global Retirement Partners
California
$10K -$3.87K -125 -27%
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