We are live on ! Find out more
WTRE icon

WisdomTree New Economy Real Estate Fund
WTRE

Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.17M +$191K +8,096 +9%
BCI
2
Brinker Capital Investments
Pennsylvania
$2.01M +$831K +35,250 +68%
Citadel Advisors
3
Citadel Advisors
Florida
$1.8M +$1.83M +77,653 New
LWAC
4
Laurel Wealth Advisors (California)
California
$1.46M +$19.3K +819 +1%
Jane Street
5
Jane Street
New York
$1.33M +$622K +26,386 +85%
AWM
6
AE Wealth Management
Kansas
$941K +$62.3K +2,642 +7%
RT
7
Rockland Trust
Massachusetts
$738K -$259K -10,980 -26%
EWM
8
Endowment Wealth Management
Wisconsin
$635K +$92.7K +3,933 +17%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$620K -$401 -17 -0.1%
LPL Financial
10
LPL Financial
California
$612K +$112K +4,741 +22%
MIAS
11
Mason Investment Advisory Services
Virginia
$495K +$1.49K +63 +0.3%
BPA
12
Beacon Pointe Advisors
California
$495K +$504K +21,375 New
SAM
13
SignalPoint Asset Management
Missouri
$465K -$3.65K -155 -0.8%
HWA
14
HHM Wealth Advisors
Tennessee
$415K -$40.8K -1,730 -9%
Wells Fargo
15
Wells Fargo
California
$392K +$216K +9,153 +118%
RJA
16
Raymond James & Associates
Florida
$338K +$76.1K +3,230 +28%
Morgan Stanley
17
Morgan Stanley
New York
$310K -$224K -9,501 -41%
S
18
SimplyRich
California
$305K – – –
NCG
19
Newport Capital Group
New Jersey
$303K +$59.4K +2,520 +24%
UBS Group
20
UBS Group
Switzerland
$278K -$14.1K -600 -5%
Osaic Holdings
21
Osaic Holdings
Arizona
$227K +$57.7K +2,450 +33%
OCM
22
One Capital Management
California
$215K -$47.4K -2,010 -18%
Stifel Financial
23
Stifel Financial
Missouri
$210K -$17.1K -726 -7%
JEST
24
JTC Employer Solutions Trustee
Jersey
$134K – – –
Bank of America
25
Bank of America
North Carolina
$106K +$38.4K +1,628 +55%
1
2