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WisdomTree New Economy Real Estate Fund (WTRE) Institutional Ownership

WisdomTree New Economy Real Estate Fund logo
$20.42 +0.03 (+0.15%)
Closing price 04:10 PM Eastern
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$20.40 -0.02 (-0.10%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree New Economy Real Estate Fund (NYSEARCA:WTRE)

Current
Institutional Ownership
Percentage
59.41%
Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$2.27M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.10M
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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
8/15/2025 Bank of America Corp DE18,190$354K0.0%+8.0%2.425%
8/14/2025 Jane Street Group LLC21,275$414K0.0%-54.8%2.837%
8/14/2025 Raymond James Financial Inc.3,790$74K0.0%N/A0.505%
8/13/2025 Flow Traders U.S. LLC10,010$195K0.0%-66.2%1.335%
8/6/2025 AE Wealth Management LLC22,157$431K0.0%-5.2%2.954%
5/19/2025 Jane Street Group LLC47,029$815K0.0%+165.4%5.879%
5/14/2025 Flow Traders U.S. LLC29,629$513K0.0%+102.4%3.704%
5/12/2025 Virtu Financial LLC15,265$264K0.0%+17.5%1.796%
5/6/2025 AE Wealth Management LLC23,379$405K0.0%-7.1%2.750%
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%
2/8/2023Orion Portfolio Solutions LLC17,307$284K0.0%N/A0.989%
2/6/2023 Brinker 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 AE Wealth Management LLC ($431K), Jane Street Group LLC ($414K), Bank of America Corp DE ($354K), International Assets Investment Management LLC ($335K), Endowment Wealth Management Inc. ($283K), Virtu Financial LLC ($264K), and Flow Traders U.S. LLC ($195K).Learn more on WisdomTree New Economy Real Estate Fund's institutional investors.

What percentage of WisdomTree New Economy Real Estate Fund's stock is owned by institutional investors?

59.41% of WisdomTree New Economy Real Estate Fund's stock is owned by institutional investors. Learn more on WTRE's institutional investor holdings.

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

The following institutional investors have purchased WisdomTree New Economy Real Estate Fund's stock in the last 24 months: Flow Traders U.S. LLC ($61.45K), Jane Street Group LLC ($38.03K), International Assets Investment Management LLC ($36.59K), Virtu Financial LLC ($15.27K), Raymond James Financial Inc. ($3.79K), 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 122,408 shares in the last 24 months. This purchase volume represents approximately $2.27M in transactions.

Which of WisdomTree New Economy Real Estate Fund's 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: Jane Street Group LLC ($33.55K), Flow Traders U.S. LLC ($19.62K), AE Wealth Management LLC ($3.00K), 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 57,998 shares in the last 24 months. This volume of shares sold represents approximately $1.10M in transactions.



This page (NYSEARCA:WTRE) was last updated on 8/28/2025 by MarketBeat.com Staff
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