Wisdomtree New Economy RealWTREETF
13F holders, Q2 2026 (June 30)14holders −1
2new positions
1sold out
$25.04avg. 13F price*
At the end of Q2 2026, 14 institutions reported holding Wisdomtree New Economy Real (WTRE) in their 13F filings, down 1 from Q1 2026. 2 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($937K), Bank of America Corp. ($707K) and Raymond James Financial Inc. ($459K).
- Company
- Wisdomtree New Economy Real
- CUSIP
- 97717W331
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $242K |
| Exits | 1 | $1K |
All 13F filers, Q1 2026 → Q2 2026: 11,357 shares bought and 11,892 shares sold, net −535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| LPL Financial LLC | 0.00% | Reduce -6.8% | 37,416 | $937K |
| Bank of America Corp. | 0.00% | Reduce -3.4% | 28,245 | $707K |
| Raymond James Financial Inc. | 0.00% | No change | 18,314 | $459K |
| AE Wealth Management LLC | 0.00% | Add +6.5% | 14,650 | $367K |
| Jane Street Group, LLC | 0.00% | Reduce -35.4% | 13,935 | $349K |
| Virtu Financial LLC | 0.01% | New | 9,660 | $242K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 5,800 | $145K |
| Morgan Stanley | 0.00% | No change | 2,724 | $68K |
| Osaic Holdings, Inc. | 0.00% | Add +57.1% | 2,200 | $55K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 1,081 | $27K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -45.5% | 598 | $15K |
| Geneos Wealth Management Inc. | 0.00% | No change | 102 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 100 | $3K |
| FMR LLC | 0.00% | New | 1 | $25 |
"% of holder's portfolio" is WTRE's weight in each manager's 13F, not the share of Wisdomtree New Economy Real the manager owns.