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 | 08/07/2026 | 37.42 K | $937.09 K | -6.80% | 5.53% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 28.25 K | $707.40 K | -3.37% | 4.18% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 18.31 K | $458.67 K | 0.00% | 2.71% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 14.65 K | $366.92 K | 6.51% | 2.17% |
| JANE STREET GROUP, LLC | 08/14/2026 | 13.94 K | $349.00 K | -35.37% | 2.06% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 9.66 K | $242.00 K | 100.00% | 1.43% |
| JTC EMPLOYER SOLUTIONS TRUSTEE LTD | 07/31/2026 | 5.80 K | $145.00 K | 0.00% | 0.86% |
| MORGAN STANLEY | 08/13/2026 | 2.72 K | $68.22 K | 0.00% | 0.40% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 2.20 K | $55.12 K | 57.14% | 0.33% |
| MURPHY & MULLICK CAPITAL MANAGEMENT CORP | 08/14/2026 | 1.08 K | $27.07 K | 0.00% | 0.16% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 598 | $14.98 K | -45.54% | 0.09% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 340 | $8.52 K | 100.00% | 0.05% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 102 | $2.56 K | 0.00% | 0.02% |
| GLEN EAGLE ADVISORS, LLC | 08/14/2026 | 100 | $2.51 K | 0.00% | 0.01% |
| FMR LLC | 08/13/2026 | 1 | $25 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 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, 25 institutional investors and hedge funds held shares of WisdomTree New Economy Real Estate Fund. The most heavily invested institutionals were:
LPL Financial LLC: 37,416
BANK OF AMERICA CORP /DE/: 28,245
RAYMOND JAMES FINANCIAL INC: 18,314
AE Wealth Management LLC: 14,650
JANE STREET GROUP, LLC: 13,935
Virtu Financial LLC: 9,660
19.99% of WisdomTree New Economy Real Estate Fund stock is owned by institutional investors.
Institutional investors have bought a total of 138.66 K shares in the last 24 months. This purchase volume represents approximately $3.08 M in transactions.