WisdomTree New Economy Real Estate Fund (WTRE) Institutional Ownership

$16.75
+0.07 (+0.42%)
(As of 04/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$782.44K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$254.28K
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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
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%
10/31/2023Endowment 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%
(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, the following institutional investors and hedge funds held shares of WisdomTree New Economy Real Estate Fund shares: Brinker Capital Investments LLC ($1.63M), AE Wealth Management LLC ($450K), International Assets Investment Management LLC ($335K), Orion Portfolio Solutions LLC ($284K), Endowment Wealth Management Inc. ($283K), and Bank of Montreal Can ($91K), and OLD Mission Capital LLC ($25K).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: International Assets Investment Management LLC ($36.59K), Bank of Montreal Can ($24.42K), Orion Portfolio Solutions LLC ($17.31K), Brinker Capital Investments LLC ($5.81K), AE Wealth Management LLC ($1.52K), and OLD Mission Capital LLC ($1.51K).

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

Institutional investors have bought a total of 87,158 shares in the last 24 months. This purchase volume represents approximately $1.50M 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: AE Wealth Management LLC ($54.29K), and Endowment Wealth Management Inc. ($13.56K).

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

Institutional investors have sold a total of 67,856 shares in the last 24 months. This volume of shares sold represents approximately $1.12M in transactions.


This page (NYSEARCA:WTRE) was last updated on 4/27/2024 by MarketBeat.com Staff

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