Wisdomtree New Economy RealWTREETF
13F holders, Q3 2025 (September 30)20holders −4
1new positions
5sold out
$22.23avg. 13F price*
At the end of Q3 2025, 20 institutions reported holding Wisdomtree New Economy Real (WTRE) in their 13F filings, down 4 from Q2 2025. 1 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($732K), AE Wealth Management LLC ($347K) and Susquehanna International Group, LLP ($314K).
- Company
- Wisdomtree New Economy Real
- CUSIP
- 97717W331
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 5 | $416K |
All 13F filers, Q2 2025 → Q3 2025: 15,469 shares bought and 53,481 shares sold, net −38,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Bank of America Corp. | 0.00% | Add +80.8% | 32,888 | $732K |
| AE Wealth Management LLC | 0.00% | Reduce -29.6% | 15,598 | $347K |
| Susquehanna International Group, LLP | 0.00% | Reduce -48.2% | 14,122 | $314K |
| LPL Financial LLC | 0.00% | Add +5.4% | 14,091 | $314K |
| Jane Street Group, LLC | 0.00% | Reduce -44.6% | 11,786 | $262K |
| Virtu Financial LLC | 0.01% | Reduce -19.8% | 11,779 | $262K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 5,800 | $129K |
| Wells Fargo & Company | 0.00% | Reduce -0.0% | 3,526 | $78K |
| Morgan Stanley | 0.00% | Add +0.0% | 3,176 | $71K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,769 | $37K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 1,273 | $28K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,098 | $24K |
| Cwm, LLC | 0.00% | No change | 387 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.3% | 298 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 150 | $3K |
| North Capital, Inc. | 0.00% | Add +0.8% | 126 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 102 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 100 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 51 | $1K |
| FMR LLC | 0.00% | No change | 1 | $22 |
"% of holder's portfolio" is WTRE's weight in each manager's 13F, not the share of Wisdomtree New Economy Real the manager owns.