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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
$8.28M +$478K +15,702 +6%
BCI
2
Brinker Capital Investments
Pennsylvania
$7.32M +$15.5K +508 +0.2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.26M +$9.13K +300 +0.4%
Wells Fargo
4
Wells Fargo
California
$1.65M -$116K -3,818 -7%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.56M +$86.4K +2,838 +6%
HWA
6
HHM Wealth Advisors
Tennessee
$1.52M -$18.3K -600 -1%
Citadel Advisors
7
Citadel Advisors
Florida
$1.46M +$1.15M +37,841 +431%
RT
8
Rockland Trust
Massachusetts
$1.44M +$112K +3,683 +9%
WIA
9
Wealthstreet Investment Advisors
Texas
$1.02M +$700K +23,000 +243%
SAM
10
SignalPoint Asset Management
Missouri
$805K -$10.2K -335 -1%
UBS Group
11
UBS Group
Switzerland
$701K +$133K +4,366 +24%
AF
12
Advisornet Financial
Minnesota
$680K +$661K +21,700 New
S
13
SimplyRich
California
$623K -$16.2K -533 -3%
Bank of America
14
Bank of America
North Carolina
$546K -$244 -8 -0%
Stifel Financial
15
Stifel Financial
Missouri
$545K -$13.8K -453 -3%
LPL Financial
16
LPL Financial
California
$508K +$110K +3,607 +29%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$489K +$242K +7,946 +104%
AWM
18
AE Wealth Management
Kansas
$440K +$134K +4,390 +46%
SS
19
Simplicity Solutions
Minnesota
$424K +$125K +4,114 +44%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$376K +$39.1K +1,285 +12%
SPIA
21
Steward Partners Investment Advisory
New York
$371K +$45.8K +1,505 +15%
Truist Financial
22
Truist Financial
North Carolina
$345K +$335K +11,015 New
SPFA
23
Summit Place Financial Advisors
New Jersey
$323K +$314K +10,300 New
RJA
24
Raymond James & Associates
Florida
$281K +$8.68K +285 +3%
AP
25
Advisors Preferred
Maryland
$134K +$130K +4,277 New
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