Wisdomtree New Economy RealWTREETF
13F holders, Q4 2025 (December 31)16holders −4
2new positions
6sold out
$21.28avg. 13F price*
At the end of Q4 2025, 16 institutions reported holding Wisdomtree New Economy Real (WTRE) in their 13F filings, down 4 from Q3 2025. 2 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($674K), Flow Traders U.S. LLC ($542K) and LPL Financial LLC ($452K).
- Company
- Wisdomtree New Economy Real
- CUSIP
- 97717W331
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $545K |
| Exits | 6 | $591K |
All 13F filers, Q3 2025 → Q4 2025: 33,120 shares bought and 31,285 shares sold, net +1,835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Bank of America Corp. | 0.00% | Reduce -3.7% | 31,669 | $674K |
| Flow Traders U.S. LLC | 0.02% | New | 25,475 | $542K |
| LPL Financial LLC | 0.00% | Add +50.7% | 21,233 | $452K |
| AE Wealth Management LLC | 0.00% | Reduce -5.9% | 14,678 | $312K |
| Virtu Financial LLC | 0.01% | Add +3.0% | 12,136 | $258K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 5,800 | $123K |
| Morgan Stanley | 0.00% | Reduce -25.1% | 2,378 | $51K |
| Osaic Holdings, Inc. | 0.00% | Add +0.1% | 1,770 | $38K |
| Wells Fargo & Company | 0.00% | Reduce -51.5% | 1,711 | $36K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 1,273 | $27K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,098 | $23K |
| Cwm, LLC | 0.00% | No change | 387 | $8K |
| UBS Group AG | 0.00% | New | 141 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 102 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 100 | $2K |
| FMR LLC | 0.00% | Add +400.0% | 5 | $106 |
"% of holder's portfolio" is WTRE's weight in each manager's 13F, not the share of Wisdomtree New Economy Real the manager owns.