WisdomTree New Economy Real Estate Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 31.67 K | $674.23 K | -3.71% | 4.92% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 25.48 K | $542.00 K | 100.00% | 3.96% |
| LPL FINANCIAL LLC | 02/11/2026 | 21.23 K | $452.05 K | 50.68% | 3.30% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 14.68 K | $312.50 K | -5.90% | 2.28% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 12.14 K | $258.00 K | 3.03% | 1.89% |
| JTC EMPLOYER SOLUTIONS TRUSTEE LTD | 02/10/2026 | 5.80 K | $123.00 K | 0.00% | 0.90% |
| MORGAN STANLEY | 02/13/2026 | 2.38 K | $50.63 K | -25.13% | 0.37% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.77 K | $37.69 K | 0.06% | 0.28% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.71 K | $36.43 K | -51.47% | 0.27% |
| MURPHY & MULLICK CAPITAL MANAGEMENT CORP | 02/10/2026 | 1.27 K | $27.10 K | 0.00% | 0.20% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 1.10 K | $23.38 K | 0.00% | 0.17% |
| CWM, LLC | 01/26/2026 | 387 | $8.00 K | 0.00% | 0.06% |
| UBS GROUP AG | 01/29/2026 | 141 | $3.00 K | 100.00% | 0.02% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 102 | $2.17 K | 0.00% | 0.02% |
| GLEN EAGLE ADVISORS, LLC | 02/13/2026 | 100 | $2.13 K | 0.00% | 0.02% |
| FMR LLC | 02/17/2026 | 5 | $106 | 400.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| GPS WEALTH STRATEGIES GROUP, LLC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
| NORTH CAPITAL, INC. | 02/18/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
WisdomTree New Economy Real Estate Fund institutional Ownership - FAQ's
During the previous two years, 28 institutional investors and hedge funds held shares of WisdomTree New Economy Real Estate Fund. The most heavily invested institutionals were:
Farther Finance Advisors, LLC: 1,098
Murphy & Mullick Capital Management Corp: 1,081
Geneos Wealth Management Inc.: 102
UBS Group AG: 0
BANK OF AMERICA CORP /DE/: 31,669
FLOW TRADERS U.S. LLC: 25,475
18.64% of WisdomTree New Economy Real Estate Fund stock is owned by institutional investors.
Institutional investors have bought a total of 122.83 K shares in the last 24 months. This purchase volume represents approximately $2.73 M in transactions.