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WisdomTree New Economy Real Estate Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.38M +$457K +17,351 +22%
BCI
2
Brinker Capital Investments
Pennsylvania
$1.29M +$34.3K +1,302 +3%
Morgan Stanley
3
Morgan Stanley
New York
$1.16M -$124K -4,686 -9%
RT
4
Rockland Trust
Massachusetts
$1.1M -$466K -17,690 -29%
Citadel Advisors
5
Citadel Advisors
Florida
$865K +$92.9K +3,525 +11%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$669K -$7.06K -268 -1%
AWM
7
AE Wealth Management
Kansas
$662K +$179K +6,801 +34%
HWA
8
HHM Wealth Advisors
Tennessee
$647K -$3.95K -150 -0.6%
LPL Financial
9
LPL Financial
California
$553K +$52.4K +1,988 +10%
MIAS
10
Mason Investment Advisory Services
Virginia
$484K +$24.2K +920 +5%
SAM
11
SignalPoint Asset Management
Missouri
$443K -$10.7K -406 -2%
AF
12
Advisornet Financial
Minnesota
$428K -$57.2K -2,170 -11%
S
13
SimplyRich
California
$393K +$416K +15,783 New
OCM
14
One Capital Management
California
$368K -$192K -7,275 -33%
UBS Group
15
UBS Group
Switzerland
$361K -$31.7K -1,203 -8%
SPFA
16
Summit Place Financial Advisors
New Jersey
$282K
Stifel Financial
17
Stifel Financial
Missouri
$281K -$21.3K -809 -7%
NCG
18
Newport Capital Group
New Jersey
$256K -$8.83K -335 -3%
Jane Street
19
Jane Street
New York
$255K -$425K -16,116 -61%
Osaic Holdings
20
Osaic Holdings
Arizona
$250K +$12K +455 +5%
Wells Fargo
21
Wells Fargo
California
$244K +$15.9K +605 +7%
RJA
22
Raymond James & Associates
Florida
$228K +$15.7K +595 +7%
JEST
23
JTC Employer Solutions Trustee
Jersey
$144K
Bank of America
24
Bank of America
North Carolina
$111K -$290 -11 -0.2%
AC
25
AlphaCore Capital
California
$70K +$73.7K +2,796 New