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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
$2.27M -$1.76M -71,821 -43%
BCI
2
Brinker Capital Investments
Pennsylvania
$1.96M -$450K -18,319 -18%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.83M -$106K -4,308 -5%
RT
4
Rockland Trust
Massachusetts
$1.51M +$24.7K +1,004 +2%
Citadel Advisors
5
Citadel Advisors
Florida
$1.18M +$211K +8,581 +21%
OCM
6
One Capital Management
California
$1.13M +$6.63K +270 +0.6%
Jane Street
7
Jane Street
New York
$902K +$911K +37,099 New
HWA
8
HHM Wealth Advisors
Tennessee
$787K -$99.7K -4,060 -11%
SAM
9
SignalPoint Asset Management
Missouri
$756K -$49.8K -2,028 -6%
WIA
10
Wealthstreet Investment Advisors
Texas
$650K -$39.8K -1,620 -6%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$619K -$317K -12,896 -34%
Wells Fargo
12
Wells Fargo
California
$613K -$1.73M -70,640 -74%
UBS Group
13
UBS Group
Switzerland
$548K -$17.6K -718 -3%
JIR
14
James Investment Research
Ohio
$510K +$17.3K +704 +3%
AF
15
Advisornet Financial
Minnesota
$503K
S
16
SimplyRich
California
$486K
FIM
17
Freedom Investment Management
Connecticut
$444K -$68.1K -2,772 -13%
LPL Financial
18
LPL Financial
California
$409K -$29.5K -1,201 -7%
MIAS
19
Mason Investment Advisory Services
Virginia
$396K
Stifel Financial
20
Stifel Financial
Missouri
$369K -$36.9K -1,502 -9%
AWM
21
AE Wealth Management
Kansas
$324K -$124K -5,060 -27%
Osaic Holdings
22
Osaic Holdings
Arizona
$318K -$22.1K -902 -6%
SS
23
Simplicity Solutions
Minnesota
$317K -$77.1K -3,138 -19%
OPS
24
Orion Portfolio Solutions
Nebraska
$237K +$65.1K +2,653 +37%
RJA
25
Raymond James & Associates
Florida
$233K +$1.72K +70 +0.7%