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WisdomTree New Economy Real Estate Fund (WTRE) Institutional Ownership

WisdomTree New Economy Real Estate Fund logo
$26.04 0.00 (0.00%)
Closing price 05/22/2026 04:10 PM Eastern
Extended Trading
$26.25 +0.21 (+0.81%)
As of 05/22/2026 05:38 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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)
4
Total
Institutional Inflows
(last 12 months)
$612.83K
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.50M
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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026 Western Wealth Management LLC1,553$34K0.0%N/A0.239%
5/19/2026 Bank of America Corp DE29,230$633K0.0%-7.7%4.497%
2/13/2026 Wells Fargo & Company MN1,711$36K0.0%-51.5%0.263%
2/11/2026 LPL Financial LLC21,233$452K0.0%+50.7%3.267%
11/17/2025 Susquehanna International Group LLP14,122$314K0.0%-48.2%2.173%
11/17/2025 Bank of America Corp DE32,888$732K0.0%+80.8%5.060%
11/14/2025 Virtu Financial LLC11,779$262K0.0%-19.8%1.812%
11/3/2025 AE Wealth Management LLC15,598$347K0.0%-29.6%2.400%
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%
5/19/2025Jane Street Group LLC47,029$815K0.0%+165.4%5.879%
5/14/2025Flow Traders U.S. LLC29,629$513K0.0%+102.4%3.704%
5/12/2025Virtu Financial LLC15,265$264K0.0%+17.5%1.796%
5/6/2025AE Wealth Management LLC23,379$405K0.0%-7.1%2.750%
2/14/2025Jane Street Group LLC17,718$306K0.0%-30.6%1.611%
2/12/2025Murphy & Mullick Capital Management Corp2,532$44K0.0%N/A0.230%
2/11/2025LPL Financial LLC10,641$184K0.0%-14.7%0.967%
2/11/2025Virtu Financial LLC12,992$224K0.0%N/A1.181%
11/15/2024Jane Street Group LLC25,512$508K0.0%+51.9%2.319%
11/14/2024Flow Traders U.S. LLC46,455$925K0.0%N/A4.223%
8/13/2024AE Wealth Management LLC24,741$431K0.0%-5.0%2.249%
1/25/2024International Assets Investment Management LLC18,295$335K0.0%N/A1.355%
1/24/2024International Assets Investment Management LLC18,295$335K0.0%N/A1.355%
10/31/2023Endowment Wealth Management Inc.17,995$283K0.3%-5.3%1.333%
10/11/2023AE Wealth Management LLC28,640$450K0.0%+5.6%2.121%
8/2/2023Bank of Montreal Can5,299$91K0.0%N/A0.353%
7/10/2023AE Wealth Management LLC27,116$456K0.0%-5.2%1.808%
5/10/2023Endowment Wealth Management Inc.19,425$331K0.3%-39.3%1.295%
4/14/2023AE Wealth Management LLC28,590$487K0.0%-9.9%1.682%
3/6/2023OLD Mission Capital LLC1,507$25K0.0%N/A0.086%
2/8/2023Orion Portfolio Solutions LLC17,307$284K0.0%N/A0.989%
2/6/2023Brinker Capital Investments LLC99,564$1.63M0.0%+6.2%5.689%
2/1/2023Bank of Montreal Can19,120$316K0.0%N/A1.093%
1/31/2023AE Wealth Management LLC31,735$521K0.0%-61.0%1.813%


WTRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 11 institutional investors and hedge funds held shares of WisdomTree New Economy Real Estate Fund. The most heavily invested institutionals were Bank of America Corp DE ($633K), LPL Financial LLC ($452K), Jane Street Group LLC ($414K), AE Wealth Management LLC ($347K), Susquehanna International Group LLP ($314K), Virtu Financial LLC ($262K), and Flow Traders U.S. LLC ($195K).Learn more on WisdomTree New Economy Real Estate Fund's 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.

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), Bank of America Corp DE ($16.04K), Virtu Financial LLC ($15.27K), LPL Financial LLC ($7.14K), Raymond James Financial Inc. ($3.79K), and Murphy & Mullick Capital Management Corp ($2.53K).

Institutional investors have bought a total of 28,527 shares in the last 24 months. This purchase volume represents approximately $612.83K in transactions.

The following institutional investors have sold WisdomTree New Economy Real Estate Fund stock in the last 24 months: Jane Street Group LLC ($25.75K), Flow Traders U.S. LLC ($19.62K), Susquehanna International Group LLP ($13.14K), AE Wealth Management LLC ($7.78K), Virtu Financial LLC ($2.91K), Bank of America Corp DE ($2.44K), and Wells Fargo & Company MN ($1.82K).

Institutional investors have sold a total of 73,455 shares in the last 24 months. This volume of shares sold represents approximately $1.50M in transactions.



This page (NYSEARCA:WTRE) was last updated on 5/25/2026 by MarketBeat.com Staff.
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