Wisdomtree New Economy RealWTREETF
13F holders, Q1 2024 (March 31)17holders
1famous investor
$18.26avg. 13F price*
At the end of Q1 2024, 17 institutions reported holding Wisdomtree New Economy Real (WTRE) in their 13F filings. The largest holders were AE Wealth Management LLC ($472K), Citadel Advisors ($312K) and Bank of America Corp. ($309K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree New Economy Real
- CUSIP
- 97717W331
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $17 |
| Exits | 5 | $3.3M |
Ownership 17 holders
| AE Wealth Management LLC | 0.01% | Add +0.0% | 26,040 | $472K |
| Citadel Advisors | 0.00% | Reduce -27.4% | 17,237 | $312K |
| Bank of America Corp. | 0.00% | Add +79.7% | 17,055 | $309K |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.8% | 16,652 | $302K |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 14,754 | $267K |
| Wells Fargo & Company | 0.00% | Reduce -7.2% | 12,629 | $229K |
| Osaic Holdings, Inc. | 0.00% | No change | 7,116 | $129K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 5,800 | $104K |
| Morgan Stanley | 0.00% | Reduce -0.1% | 4,890 | $89K |
| First Command Advisory Services, Inc. | 0.00% | Add +388.6% | 171 | $23K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 890 | $16K |
| Cape Investment Advisory, Inc. | 0.00% | Add +0.3% | 380 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 175 | $3K |
| UBS Group AG | 0.00% | Reduce -95.9% | 135 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 102 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 64 | $1K |
| Continuum Advisory, LLC | 0.00% | New | 1 | $17 |
"% of holder's portfolio" is WTRE's weight in each manager's 13F, not the share of Wisdomtree New Economy Real the manager owns.