WisdomTree New Economy Real Estate Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 05/06/2026 | 40.15 K | $869.41 K | 89.07% | 5.88% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 29.23 K | $633.01 K | -7.70% | 4.28% |
| JANE STREET GROUP, LLC | 05/12/2026 | 21.56 K | $466.90 K | 100.00% | 3.16% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 18.31 K | $396.61 K | 100.00% | 2.68% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 13.75 K | $297.85 K | -6.30% | 2.01% |
| JTC EMPLOYER SOLUTIONS TRUSTEE LTD | 05/19/2026 | 5.80 K | $126.00 K | 0.00% | 0.85% |
| MORGAN STANLEY | 05/15/2026 | 2.72 K | $59.00 K | 14.55% | 0.40% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 1.55 K | $33.63 K | 100.00% | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.40 K | $30.32 K | -20.90% | 0.21% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 1.10 K | $24.02 K | 0.00% | 0.16% |
| MURPHY & MULLICK CAPITAL MANAGEMENT CORP | 04/17/2026 | 1.08 K | $23.41 K | -15.08% | 0.16% |
| CWM, LLC | 05/14/2026 | 387 | $8.38 K | 0.00% | 0.06% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 102 | $2.21 K | 0.00% | 0.01% |
| GLEN EAGLE ADVISORS, LLC | 05/15/2026 | 100 | $2.17 K | 0.00% | 0.01% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 51 | $1.10 K | 100.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 07/08/2026 | 1 | $21 | -99.94% | 0.00% |
| FMR LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 05/05/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree New Economy Real Estate Fund institutional Ownership - FAQ's
During the previous two years, 23 institutional investors and hedge funds held shares of WisdomTree New Economy Real Estate Fund. The most heavily invested institutionals were:
LPL Financial LLC: 40,146
BANK OF AMERICA CORP /DE/: 29,230
JANE STREET GROUP, LLC: 21,560
RAYMOND JAMES FINANCIAL INC: 18,314
MORGAN STANLEY: 2,724
Western Wealth Management, LLC: 1,553
20.11% of WisdomTree New Economy Real Estate Fund stock is owned by institutional investors.
Institutional investors have bought a total of 119.76 K shares in the last 24 months. This purchase volume represents approximately $2.66 M in transactions.