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WisdomTree New Economy Real Estate Fund (WTRE) Institutional Ownership

WisdomTree New Economy Real Estate Fund logo
$17.68 -0.17 (-0.95%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for WisdomTree New Economy Real Estate Fund (NYSEARCA:WTRE)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$1.37M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$188.66K
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WTRE Institutional Buying and Selling by Quarter

WisdomTree New Economy Real Estate Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/14/2025 Jane Street Group LLC17,718$306K0.0%-30.6%1.611%
2/12/2025 Murphy & Mullick Capital Management Corp2,532$44K0.0%N/A0.230%
2/11/2025 LPL Financial LLC10,641$184K0.0%-14.7%0.967%
2/11/2025 Virtu Financial LLC12,992$224K0.0%N/A1.181%
11/15/2024 Jane Street Group LLC25,512$508K0.0%+51.9%2.319%
11/14/2024 Flow Traders U.S. LLC46,455$925K0.0%N/A4.223%
8/13/2024 AE Wealth Management LLC24,741$431K0.0%-5.0%2.249%
1/25/2024 International Assets Investment Management LLC18,295$335K0.0%N/A1.355%
1/24/2024 International Assets Investment Management LLC18,295$335K0.0%N/A1.355%
10/31/2023 Endowment Wealth Management Inc.17,995$283K0.3%-5.3%1.333%
10/11/2023 AE Wealth Management LLC28,640$450K0.0%+5.6%2.121%
8/2/2023 Bank of Montreal Can5,299$91K0.0%N/A0.353%
7/10/2023 AE Wealth Management LLC27,116$456K0.0%-5.2%1.808%
5/10/2023 Endowment Wealth Management Inc.19,425$331K0.3%-39.3%1.295%
4/14/2023 AE Wealth Management LLC28,590$487K0.0%-9.9%1.682%
3/6/2023 OLD Mission Capital LLC1,507$25K0.0%N/A0.086%
2/8/2023 Orion Portfolio Solutions LLC17,307$284K0.0%N/A0.989%
2/6/2023Brinker Capital Investments LLC99,564$1.63M0.0%+6.2%5.689%
2/1/2023 Bank of Montreal Can19,120$316K0.0%N/A1.093%
1/31/2023 AE Wealth Management LLC31,735$521K0.0%-61.0%1.813%
(Data available from 1/1/2016 forward)

WTRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTRE shares?

During the previous two years, 10 institutional investors and hedge funds held shares of WisdomTree New Economy Real Estate Fund. The most heavily invested institutionals were Flow Traders U.S. LLC ($925K), AE Wealth Management LLC ($431K), International Assets Investment Management LLC ($335K), Jane Street Group LLC ($306K), Endowment Wealth Management Inc. ($283K), Virtu Financial LLC ($224K), and LPL Financial LLC ($184K).Learn more on WTRE's institutional investors.

Which institutional investors have been buying WisdomTree New Economy Real Estate Fund stock?

The following institutional investors have purchased WisdomTree New Economy Real Estate Fund stock in the last 24 months: Flow Traders U.S. LLC ($46.46K), International Assets Investment Management LLC ($36.59K), Virtu Financial LLC ($12.99K), Jane Street Group LLC ($8.72K), Bank of Montreal Can ($5.30K), Murphy & Mullick Capital Management Corp ($2.53K), and AE Wealth Management LLC ($1.52K).

How much institutional buying is happening at WisdomTree New Economy Real Estate Fund?

Institutional investors have bought a total of 115,617 shares in the last 24 months. This purchase volume represents approximately $2.17M in transactions.

Which WisdomTree New Economy Real Estate Fund major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree New Economy Real Estate Fund stock in the last 24 months: Endowment Wealth Management Inc. ($13.56K), Jane Street Group LLC ($7.79K), AE Wealth Management LLC ($5.92K), and LPL Financial LLC ($1.83K).

How much institutional selling is happening at WisdomTree New Economy Real Estate Fund?

Institutional investors have sold a total of 29,106 shares in the last 24 months. This volume of shares sold represents approximately $496.47K in transactions.



This page (NYSEARCA:WTRE) was last updated on 2/22/2025 by MarketBeat.com Staff
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