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WisdomTree New Economy Real Estate Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$1.46M +$49.1K +2,656 +3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.32M -$696K -37,614 -31%
AWM
3
AE Wealth Management
Kansas
$1.27M +$711K +38,434 +89%
Jane Street
4
Jane Street
New York
$689K +$68.6K +3,708 +9%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$637K +$1.85K +100 +0.2%
EWM
6
Endowment Wealth Management
Wisconsin
$620K +$150K +8,089 +26%
MIAS
7
Mason Investment Advisory Services
Virginia
$338K +$2.55K +138 +0.6%
LPL Financial
8
LPL Financial
California
$307K -$290K -15,705 -44%
Bank of America
9
Bank of America
North Carolina
$251K +$111K +6,010 +60%
Wells Fargo
10
Wells Fargo
California
$249K -$13.8K -746 -4%
CAG
11
Csenge Advisory Group
Florida
$221K +$262K +14,172 New
RJA
12
Raymond James & Associates
Florida
$196K -$36.6K -1,980 -14%
UBS Group
13
UBS Group
Switzerland
$174K +$35.9K +1,942 +21%
Osaic Holdings
14
Osaic Holdings
Arizona
$154K -$12.3K -665 -6%
Morgan Stanley
15
Morgan Stanley
New York
$142K -$21.3K -1,153 -11%
JEST
16
JTC Employer Solutions Trustee
Jersey
$90K
WFA
17
Wipfli Financial Advisors
Wisconsin
$55K +$56.2K +3,037 New
SPIA
18
Steward Partners Investment Advisory
New York
$42K
IAMOG
19
Investors Asset Management of Georgia
Georgia
$14K
CFGS
20
Concourse Financial Group Securities
Alabama
$3K
FCB
21
First Command Bank
Texas
$1K
FCFS
22
First Command Financial Services
Texas
$1K
GWM
23
Geneos Wealth Management
Colorado
$1K
PA
24
PSI Advisors
Florida
$1K
LWAC
25
Laurel Wealth Advisors (California)
California
-$662K -36,082 Closed