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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
$9.83M +$4.84M +148,134 +94%
Morgan Stanley
2
Morgan Stanley
New York
$6.02M +$2.29M +69,971 +60%
Jane Street
3
Jane Street
New York
$3.1M +$3.14M +96,229 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.18M +$1M +30,723 +83%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.67M +$932K +28,519 +122%
S
6
SimplyRich
California
$1.46M +$229K +7,020 +18%
FT
7
Fiduciary Trust
Massachusetts
$1.28M -$163K -4,999 -11%
WIA
8
Wealthstreet Investment Advisors
Texas
$1.19M -$40.4K -1,236 -3%
SAM
9
SignalPoint Asset Management
Missouri
$930K -$196K -5,992 -17%
Bank of America
10
Bank of America
North Carolina
$708K +$195K +5,983 +37%
Creative Planning
11
Creative Planning
Kansas
$635K -$40.5K -1,240 -6%
Citadel Advisors
12
Citadel Advisors
Florida
$621K +$630K +19,292 New
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$619K -$440K -13,466 -41%
Stifel Financial
14
Stifel Financial
Missouri
$597K +$13.9K +426 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$574K +$88.4K +2,707 +18%
AG
16
Advisor Group
Arizona
$573K +$220K +6,745 +61%
MWM
17
Mission Wealth Management
California
$559K +$9.15K +280 +2%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$518K +$30.7K +939 +6%
BTS
19
BB&T Securities
Virginia
$353K +$359K +11,002 New
LPL Financial
20
LPL Financial
California
$314K -$1.6K -49 -0.5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$221K +$44.9K +1,374 +25%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$209K -$134K -4,092 -39%
CAL
23
Capital Advisors Ltd
Ohio
$85K +$25.6K +783 +42%
UBS Group
24
UBS Group
Switzerland
$67K -$115K -3,514 -63%
SEI Investments
25
SEI Investments
Pennsylvania
$28K +$28.6K +876 +10,950%
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