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WisdomTree New Economy Real Estate Fund
WTRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$7.89M -$134K -4,387 -2%
Morgan Stanley
2
Morgan Stanley
New York
$7.78M -$197K -6,458 -3%
Wells Fargo
3
Wells Fargo
California
$3.09M -$1.24M -40,841 -30%
Jane Street
4
Jane Street
New York
$2.41M +$904K +29,664 +65%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.2M +$59.3K +1,948 +3%
HWA
6
HHM Wealth Advisors
Tennessee
$1.64M -$287K -9,437 -16%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.59M -$149K -4,898 -9%
RT
8
Rockland Trust
Massachusetts
$1.01M -$27.8K -913 -3%
WIA
9
Wealthstreet Investment Advisors
Texas
$1M +$41.2K +1,352 +5%
SAM
10
SignalPoint Asset Management
Missouri
$986K -$167K -5,475 -15%
BTS
11
BB&T Securities
Virginia
$936K +$2.47K +81 +0.3%
Bank of America
12
Bank of America
North Carolina
$802K -$74.2K -2,437 -9%
S
13
SimplyRich
California
$744K -$715K -23,470 -50%
Stifel Financial
14
Stifel Financial
Missouri
$561K -$9.29K -305 -2%
MWM
15
Mission Wealth Management
California
$558K – – –
Citadel Advisors
16
Citadel Advisors
Florida
$456K -$442K -14,501 -51%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$394K +$115K +3,788 +45%
SPIA
18
Steward Partners Investment Advisory
New York
$376K -$12.2K -400 -3%
FFN
19
Focus Financial Network
Minnesota
$352K +$334K +10,960 New
LPL Financial
20
LPL Financial
California
$312K -$1.07K -35 -0.4%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$301K -$621K -20,402 -69%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$290K +$27.7K +909 +11%
UBS Group
23
UBS Group
Switzerland
$233K +$65.9K +2,162 +42%
Creative Planning
24
Creative Planning
Kansas
$211K -$23.6K -774 -11%
AG
25
Advisor Group
Arizona
$136K -$29.9K -983 -19%
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