Wisdomtree New Economy RealWTREETF

13F holders, Q1 2025 (March 31)
22holders +1
3new positions
3sold out
$17.42avg. 13F price*

At the end of Q1 2025, 22 institutions reported holding Wisdomtree New Economy Real (WTRE) in their 13F filings, up 1 from Q4 2024. 3 opened new positions and 3 sold out. The largest holders were Jane Street Group, LLC ($815K), Susquehanna International Group, LLP ($572K) and Flow Traders U.S. LLC ($513K).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions3$396K
Exits3$638

All 13F filers, Q4 2024 → Q1 2025: 80,334 shares bought and 2,920 shares sold, net +77,414 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders

Jane Street Group, LLC 0.00% Add +165.4% 47,029 $815K
Susquehanna International Group, LLP 0.00% Add +16.0% 33,027 $572K
Flow Traders U.S. LLC 0.02% Add +102.4% 29,629 $513K
AE Wealth Management LLC 0.00% Reduce -7.1% 23,379 $405K
Beacon Pointe Advisors, LLC 0.00% New 20,045 $370K
LPL Financial LLC 0.00% Add +65.7% 17,631 $306K
Bank of America Corp. 0.00% Add +3.9% 16,846 $292K
Virtu Financial LLC 0.01% Add +17.5% 15,265 $264K
Wells Fargo & Company 0.00% Reduce -5.5% 11,536 $200K
UBS Group AG 0.00% Reduce -0.5% 7,242 $125K
JTC Employer Solutions Trustee Ltd 0.01% No change 5,800 $100K
Morgan Stanley 0.00% Reduce -2.1% 3,229 $56K
Murphy & Mullick Capital Management Corp 0.04% Reduce -12.8% 2,208 $38K
Osaic Holdings, Inc. 0.00% Add +2.8% 1,768 $31K
Farther Finance Advisors, LLC 0.00% New 1,098 $19K
Steward Partners Investment Advisory, LLC 0.00% No change 750 $13K
Cwm, LLC 0.00% New 387 $7K
GPS Wealth Strategies Group, LLC 0.00% No change 295 $5K
North Capital, Inc. 0.00% — 125 $2K
Geneos Wealth Management Inc. 0.00% No change 102 $2K
Glen Eagle Advisors, LLC 0.00% No change 100 $2K
Hollencrest Capital Management 0.00% No change 64 $1K

"% of holder's portfolio" is WTRE's weight in each manager's 13F, not the share of Wisdomtree New Economy Real the manager owns.