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WisdomTree New Economy Real Estate Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.94M -$2M -86,111 -34%
BCI
2
Brinker Capital Investments
Pennsylvania
$2.36M -$2.68M -115,003 -54%
Wells Fargo
3
Wells Fargo
California
$2.29M -$124K -5,317 -5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.9M +$86.5K +3,715 +5%
RT
5
Rockland Trust
Massachusetts
$1.46M +$283K +12,174 +25%
OCM
6
One Capital Management
California
$1.1M +$836K +35,925 +349%
Citadel Advisors
7
Citadel Advisors
Florida
$956K -$813K -34,954 -47%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$915K -$331K -14,238 -27%
HWA
9
HHM Wealth Advisors
Tennessee
$869K -$156K -6,685 -16%
SAM
10
SignalPoint Asset Management
Missouri
$790K +$53.6K +2,303 +7%
WIA
11
Wealthstreet Investment Advisors
Texas
$677K -$12.7K -545 -2%
UBS Group
12
UBS Group
Switzerland
$554K -$8.12K -349 -1%
FIM
13
Freedom Investment Management
Connecticut
$502K +$87.9K +3,778 +22%
AF
14
Advisornet Financial
Minnesota
$494K -$11.6K -500 -2%
JIR
15
James Investment Research
Ohio
$484K -$181K -7,793 -28%
S
16
SimplyRich
California
$476K
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$454K +$443K +19,054 New
AWM
18
AE Wealth Management
Kansas
$439K +$56.7K +2,437 +15%
LPL Financial
19
LPL Financial
California
$430K +$11.6K +498 +3%
Stifel Financial
20
Stifel Financial
Missouri
$398K -$12K -517 -3%
MIAS
21
Mason Investment Advisory Services
Virginia
$389K +$380K +16,312 New
SS
22
Simplicity Solutions
Minnesota
$386K +$11.5K +495 +3%
Osaic Holdings
23
Osaic Holdings
Arizona
$332K +$9.33K +401 +3%
SPFA
24
Summit Place Financial Advisors
New Jersey
$246K
RJA
25
Raymond James & Associates
Florida
$227K -$6.98K -300 -3%