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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
$7.27M +$116K +3,911 +2%
BCI
2
Brinker Capital Investments
Pennsylvania
$6.82M -$164K -5,521 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.1M +$61.6K +2,080 +3%
Wells Fargo
4
Wells Fargo
California
$1.65M -$522K -17,605 -24%
HWA
5
HHM Wealth Advisors
Tennessee
$1.44M -$40.4K -1,365 -3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.37M +$56.1K +1,893 +4%
RT
7
Rockland Trust
Massachusetts
$1.24M +$183K +6,181 +17%
Jane Street
8
Jane Street
New York
$1.05M -$881K -29,739 -45%
SAM
9
SignalPoint Asset Management
Missouri
$761K +$26K +877 +3%
S
10
SimplyRich
California
$597K -$70.7K -2,386 -10%
UBS Group
11
UBS Group
Switzerland
$527K +$306K +10,332 +135%
Stifel Financial
12
Stifel Financial
Missouri
$526K +$17.1K +577 +3%
Bank of America
13
Bank of America
North Carolina
$510K -$407K -13,748 -44%
MWM
14
Mission Wealth Management
California
$509K – – –
LPL Financial
15
LPL Financial
California
$368K +$94.6K +3,192 +34%
BTS
16
BB&T Securities
Virginia
$346K -$456K -15,407 -57%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$316K +$42.8K +1,446 +15%
SPIA
18
Steward Partners Investment Advisory
New York
$302K +$43K +1,451 +16%
WIA
19
Wealthstreet Investment Advisors
Texas
$286K -$635K -21,426 -69%
AWM
20
AE Wealth Management
Kansas
$282K +$286K +9,639 New
SS
21
Simplicity Solutions
Minnesota
$276K +$279K +9,415 New
Citadel Advisors
22
Citadel Advisors
Florida
$257K +$260K +8,784 New
RJA
23
Raymond James & Associates
Florida
$254K +$257K +8,686 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$224K -$118K -3,997 -34%
FFN
25
Focus Financial Network
Minnesota
$223K -$124K -4,184 -35%
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