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WisdomTree New Economy Real Estate Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$6.95M +$7.03M +250,132 New
Morgan Stanley
2
Morgan Stanley
New York
$6.91M +$1.14M +40,488 +19%
Wells Fargo
3
Wells Fargo
California
$3.81M -$3.6M -128,215 -48%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.85M +$138K +4,925 +8%
HWA
5
HHM Wealth Advisors
Tennessee
$1.68M +$1.7M +60,438 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.51M +$947K +33,674 +162%
S
7
SimplyRich
California
$1.29M +$24.2K +862 +2%
Jane Street
8
Jane Street
New York
$1.26M +$967K +34,388 +311%
SAM
9
SignalPoint Asset Management
Missouri
$1M +$46.3K +1,648 +5%
WIA
10
Wealthstreet Investment Advisors
Texas
$900K -$125K -4,447 -13%
RT
11
Rockland Trust
Massachusetts
$895K +$118K +4,210 +15%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$827K +$837K +29,777 New
BTS
13
BB&T Securities
Virginia
$807K +$154K +5,488 +23%
Citadel Advisors
14
Citadel Advisors
Florida
$797K +$468K +16,654 +138%
Bank of America
15
Bank of America
North Carolina
$761K +$111K +3,956 +17%
Stifel Financial
16
Stifel Financial
Missouri
$492K -$4.08K -145 -0.8%
MWM
17
Mission Wealth Management
California
$483K
SPIA
18
Steward Partners Investment Advisory
New York
$336K +$155K +5,515 +84%
LPL Financial
19
LPL Financial
California
$271K -$75.4K -2,683 -22%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$236K +$239K +8,490 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$225K -$17K -604 -7%
Creative Planning
22
Creative Planning
Kansas
$204K -$288K -10,247 -58%
AG
23
Advisor Group
Arizona
$144K -$115K -4,083 -44%
UBS Group
24
UBS Group
Switzerland
$142K +$85.1K +3,027 +146%
CAL
25
Capital Advisors Ltd
Ohio
$74K