Wisdomtree New Economy RealWTREETF
13F holders, Q3 2024 (September 30)21holders +3
5new positions
2sold out
$19.76avg. 13F price*
At the end of Q3 2024, 21 institutions reported holding Wisdomtree New Economy Real (WTRE) in their 13F filings, up 3 from Q2 2024. 5 opened new positions and 2 sold out. The largest holders were Flow Traders U.S. LLC ($925K), Jane Street Group, LLC ($508K) and AE Wealth Management LLC ($496K).
- Company
- Wisdomtree New Economy Real
- CUSIP
- 97717W331
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.3M |
| Exits | 2 | $663K |
All 13F filers, Q2 2024 → Q3 2024: 75,787 shares bought and 39,367 shares sold, net +36,420 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Flow Traders U.S. LLC | 0.05% | New | 46,455 | $925K |
| Jane Street Group, LLC | 0.00% | Add +51.9% | 25,512 | $508K |
| AE Wealth Management LLC | 0.00% | Add +0.7% | 24,923 | $496K |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.5% | 24,671 | $491K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 20,045 | $370K |
| Bank of America Corp. | 0.00% | Reduce -0.9% | 16,025 | $319K |
| Wells Fargo & Company | 0.00% | No change | 12,584 | $251K |
| LPL Financial LLC | 0.00% | Reduce -7.2% | 12,473 | $248K |
| Osaic Holdings, Inc. | 0.00% | No change | 7,178 | $143K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 5,800 | $115K |
| Morgan Stanley | 0.00% | Reduce -0.5% | 4,072 | $81K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 890 | $18K |
| Cape Investment Advisory, Inc. | 0.00% | Add +0.8% | 385 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 293 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 175 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 102 | $2K |
| UBS Group AG | 0.00% | New | 90 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 64 | $1K |
| First Command Advisory Services, Inc. | 0.00% | No change | 35 | $697 |
| FMR LLC | 0.00% | New | 1 | $20 |
| Continuum Advisory, LLC | 0.00% | No change | 1 | $18 |
"% of holder's portfolio" is WTRE's weight in each manager's 13F, not the share of Wisdomtree New Economy Real the manager owns.