Who Owns WisdomTree New Economy Real Estate Fund (WTRE)?Hedge Fund & Institutional Holders

$22.66+0.21 (+0.93%)Financial ServicesNYSE_ARCA

Institutional Holders

22

as of Q4 2025

Total Institutional Value

$2.70002300030002e+33T

% of Float Held

—

QoQ Change in Holders

+6 / -5

Price History

$15.45$17.62$19.79$21.96$24.13Sep 24Jun 25Mar 26

WTRE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
UBS Group AGNew Position+141+$3.0M
Geneos Wealth Management Inc.New Position+102+$2.0M
JTC Employer Solutions Trustee LtdNew Position+6K+$123K
CWM, LLCNew Position+387+$8K
FLOW TRADERS U.S. LLCNew Position+25K+$0
AE Wealth Management LLCNew Position+15K+$0
FMR LLCIncreased+4+$0
Virtu Financial LLCIncreased+357+$-4K
OSAIC HOLDINGS, INC.Increased+1+$-36.5M
LPL Financial LLCIncreased+7K+$-313.6M

WTRE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-14K-$314.3M
JANE STREET GROUP, LLCClosed Position-12K-$262.3M
WELLS FARGO & COMPANY/MNDecreased-2K-$78.5M
Steward Partners Investment Advisory, LLCClosed Position-150-$3.3M
North Capital, Inc.Closed Position-126-$2.8M
Advisory Services Network, LLCClosed Position-51-$1.1M
BANK OF AMERICA CORP /DE/Decreased-1K-$730K
MORGAN STANLEYDecreased-798-$70K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Murphy & Mullick Capital Management Corp1,273$27.0M0.02%Share
2Farther Finance Advisors, LLC1,098$23.0M0.00%Share
3UBS Group AG141$3.0M0.00%Share
4Glen Eagle Advisors, LLC100$2.0M0.00%Share
5Geneos Wealth Management Inc.102$2.0M0.00%Share
6Virtu Financial LLC12,136$258K0.01%Share
7JTC Employer Solutions Trustee Ltd5,800$123K0.01%Share
8CWM, LLC387$8K0.00%Share
9MORGAN STANLEY2,377$00.00%Share
10FLOW TRADERS U.S. LLC25,475$00.00%Share
11OSAIC HOLDINGS, INC.1,770$00.00%Share
12WELLS FARGO & COMPANY/MN1,711$00.00%Share
13FMR LLC5$00.00%Share
14BANK OF AMERICA CORP /DE/897$00.00%Share
15BANK OF AMERICA CORP /DE/30,772$00.00%Share
16AE Wealth Management LLC854$00.00%Share
17AE Wealth Management LLC13,576$00.00%Share
18AE Wealth Management LLC8$00.00%Share
19AE Wealth Management LLC116$00.00%Share
20AE Wealth Management LLC124$00.00%Share
21LPL Financial LLC21,233$00.00%Share
22MORGAN STANLEY1$00.00%Share

WTRE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202516$57.4M+1
Q3 202515$1.1B-7
Q2 202522$2.3B+0
Q1 202522$3.3B+1
Q4 202421$2.0B+2
Q3 202419$758.1B+0
Q2 202419$296.7B+4
Q1 202415$301.6T—

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As of Q4 2025, 22 institutional investors hold WTRE (WisdomTree New Economy Real Estate Fund). The largest holder is Murphy & Mullick Capital Management Corp with $27.0M in shares. This quarter, 6 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own WTRE?

As of Q4 2025, 22 institutional investors report holding WTRE (WisdomTree New Economy Real Estate Fund) in their 13F filings.

Who is the largest institutional holder of WTRE?

The largest institutional holder of WTRE is Murphy & Mullick Capital Management Corp with $27.0M in shares.

Is institutional ownership of WTRE increasing or decreasing?

This quarter, 6 institutions opened new positions in WTRE and 5 closed their positions.