Wisdomtree New Economy RealWTREETF
13F holders, Q2 2025 (June 30)24holders +2
3new positions
1sold out
$19.47avg. 13F price*
At the end of Q2 2025, 24 institutions reported holding Wisdomtree New Economy Real (WTRE) in their 13F filings, up 2 from Q1 2025. 3 opened new positions and 1 sold out. The largest holders were Susquehanna International Group, LLP ($531K), AE Wealth Management LLC ($431K) and Jane Street Group, LLC ($414K).
- Company
- Wisdomtree New Economy Real
- CUSIP
- 97717W331
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $86K |
| Exits | 1 | $370K |
All 13F filers, Q1 2025 → Q2 2025: 5,746 shares bought and 87,168 shares sold, net −81,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Susquehanna International Group, LLP | 0.00% | Reduce -17.4% | 27,264 | $531K |
| AE Wealth Management LLC | 0.00% | Reduce -5.2% | 22,157 | $431K |
| Jane Street Group, LLC | 0.00% | Reduce -54.8% | 21,275 | $414K |
| Bank of America Corp. | 0.00% | Add +8.0% | 18,190 | $354K |
| Virtu Financial LLC | 0.01% | Reduce -3.8% | 14,684 | $286K |
| LPL Financial LLC | 0.00% | Reduce -24.1% | 13,374 | $260K |
| Flow Traders U.S. LLC | 0.01% | Reduce -66.2% | 10,010 | $195K |
| UBS Group AG | 0.00% | Reduce -4.5% | 6,913 | $135K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 5,800 | $113K |
| Raymond James Financial Inc. | 0.00% | New | 3,790 | $74K |
| Wells Fargo & Company | 0.00% | Reduce -69.4% | 3,527 | $69K |
| Morgan Stanley | 0.00% | Reduce -1.7% | 3,175 | $62K |
| Osaic Holdings, Inc. | 0.00% | Add +0.1% | 1,769 | $34K |
| Murphy & Mullick Capital Management Corp | 0.02% | Reduce -42.4% | 1,273 | $25K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,098 | $21K |
| Jones Financial Companies LLLP | 0.00% | New | 608 | $12K |
| Cwm, LLC | 0.00% | No change | 387 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.7% | 297 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -80.0% | 150 | $3K |
| North Capital, Inc. | 0.00% | No change | 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 |
| FMR LLC | 0.00% | New | 1 | $19 |
"% of holder's portfolio" is WTRE's weight in each manager's 13F, not the share of Wisdomtree New Economy Real the manager owns.