Wisdomtree New Economy RealWTREETF
13F holders, Q2 2024 (June 30)18holders +1
2new positions
1sold out
1famous investor
$17.41avg. 13F price*
At the end of Q2 2024, 18 institutions reported holding Wisdomtree New Economy Real (WTRE) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Citadel Advisors ($646K), Susquehanna International Group, LLP ($432K) and AE Wealth Management LLC ($431K). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $310K |
| Exits | 1 | $2K |
All 13F filers, Q1 2024 → Q2 2024: 45,867 shares bought and 4,604 shares sold, net +41,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Citadel Advisors | 0.00% | Add +115.2% | 37,095 | $646K |
| Susquehanna International Group, LLP | 0.00% | Add +49.0% | 24,803 | $432K |
| AE Wealth Management LLC | 0.00% | Reduce -5.0% | 24,741 | $431K |
| Jane Street Group, LLC | 0.00% | New | 16,794 | $292K |
| Bank of America Corp. | 0.00% | Reduce -5.1% | 16,178 | $282K |
| LPL Financial LLC | 0.00% | Reduce -8.9% | 13,439 | $234K |
| Wells Fargo & Company | 0.00% | Reduce -0.4% | 12,584 | $219K |
| Osaic Holdings, Inc. | 0.00% | Add +0.9% | 7,178 | $125K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 5,800 | $101K |
| Morgan Stanley | 0.00% | Reduce -16.3% | 4,093 | $71K |
| International Assets Investment Management, LLC | 0.00% | New | 1,000 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 890 | $15K |
| Cape Investment Advisory, Inc. | 0.00% | Add +0.5% | 382 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 175 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 102 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 64 | $1K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -79.5% | 35 | $609 |
| Continuum Advisory, LLC | 0.00% | No change | 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.