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WisdomTree New Economy Real Estate Fund (WTRE) Institutional Ownership

WisdomTree New Economy Real Estate Fund logo
$24.82 +0.17 (+0.69%)
Closing price 04:10 PM Eastern
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$24.80 -0.02 (-0.08%)
As of 04:19 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)
$1.39M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.48M
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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
2/13/2026Wells Fargo & Company MN1,711$36K0.0%-51.5%0.263%
2/11/2026LPL Financial LLC21,233$452K0.0%+50.7%3.267%
11/17/2025Susquehanna International Group LLP14,122$314K0.0%-48.2%2.173%
11/17/2025Bank of America Corp DE32,888$732K0.0%+80.8%5.060%
11/14/2025Virtu Financial LLC11,779$262K0.0%-19.8%1.812%
11/3/2025AE Wealth Management LLC15,598$347K0.0%-29.6%2.400%
8/15/2025Bank of America Corp DE18,190$354K0.0%+8.0%2.425%
8/14/2025Jane Street Group LLC21,275$414K0.0%-54.8%2.837%
8/14/2025Raymond James Financial Inc.3,790$74K0.0%N/A0.505%
8/13/2025Flow Traders U.S. LLC10,010$195K0.0%-66.2%1.335%
8/6/2025AE 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

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 Bank of America Corp DE ($732K), 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.

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), 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).

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

Institutional investors have bought a total of 73,551 shares in the last 24 months. This purchase volume represents approximately $1.39M 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 ($25.75K), Flow Traders U.S. LLC ($19.62K), Susquehanna International Group LLP ($13.14K), AE Wealth Management LLC ($9.56K), Virtu Financial LLC ($2.91K), and Wells Fargo & Company MN ($1.82K).

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

Institutional investors have sold a total of 72,793 shares in the last 24 months. This volume of shares sold represents approximately $1.48M in transactions.



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