Wisdomtree New Economy RealWTREETF

13F holders, Q4 2024 (December 31)
21holders
1new positions
2sold out
$17.25avg. 13F price*

At the end of Q4 2024, 21 institutions reported holding Wisdomtree New Economy Real (WTRE) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 2 sold out. The largest holders were Susquehanna International Group, LLP ($491K), AE Wealth Management LLC ($434K) and Jane Street Group, LLC ($306K).

Company
Wisdomtree New Economy Real
CUSIP
97717W331
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 17Q1 2024Q2 2024: 18Q2 2024Q3 2024: 21Q3 2024Q4 2024: 21Q4 2024Q1 2025: 22Q1 2025Q2 2025: 24Q2 2025Q3 2025: 20Q3 2025Q4 2025: 16Q4 2025Q1 2026: 15Q1 2026Q2 2026: 14Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$224K
Exits2$378K

All 13F filers, Q3 2024 → Q4 2024: 24,403 shares bought and 68,693 shares sold, net −44,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 21 holders

Susquehanna International Group, LLP 0.00% Add +15.4% 28,464 $491K
AE Wealth Management LLC 0.00% Add +0.9% 25,156 $434K
Jane Street Group, LLC 0.00% Reduce -30.6% 17,718 $306K
Bank of America Corp. 0.00% Add +1.2% 16,220 $280K
Flow Traders U.S. LLC 0.01% Reduce -68.5% 14,636 $252K
Virtu Financial LLC 0.01% New 12,992 $224K
Wells Fargo & Company 0.00% Reduce -3.0% 12,213 $211K
LPL Financial LLC 0.00% Reduce -14.7% 10,641 $184K
UBS Group AG 0.00% Add +7986.7% 7,278 $126K
JTC Employer Solutions Trustee Ltd 0.01% No change 5,800 $100K
Morgan Stanley 0.00% Reduce -19.0% 3,298 $57K
Murphy & Mullick Capital Management Corp 0.04% — 2,532 $44K
Osaic Holdings, Inc. 0.00% Reduce -76.0% 1,720 $30K
Steward Partners Investment Advisory, LLC 0.00% Reduce -15.7% 750 $13K
GPS Wealth Strategies Group, LLC 0.00% Add +0.7% 295 $5K
Geneos Wealth Management Inc. 0.00% No change 102 $2K
Glen Eagle Advisors, LLC 0.00% Reduce -42.9% 100 $2K
Hollencrest Capital Management 0.00% No change 64 $1K
First Command Advisory Services, Inc. 0.00% No change 35 $604
FMR LLC 0.00% No change 1 $17
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.