Who owns WTRE?
WisdomTree New Economy Real Estate ETF · WisdomTree
15 institutions reported holding WTRE, worth $3.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of WTRE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $937K | 37,416 | −2,730 shares |
| Bank of America Corp. | Charlotte, NC | $707K | 28,245 | −985 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $459K | 18,314 | No change |
| AE Wealth Management LLC | Topeka, KS | $367K | 14,650 | +896 shares |
| Jane Street Group, LLC | New York, NY | $349K | 13,935 | −7,625 shares |
| Virtu Financial LLC | New York, NY | $242K | 9,660 | New position |
| JTC Employer Solutions Trustee Ltd | St Helier | $145K | 5,800 | No change |
| Morgan Stanley | New York, NY | $68K | 2,724 | No change |
| Osaic Holdings, Inc. | Scottsdale, AZ | $55K | 2,200 | +800 shares |
| Murphy & Mullick Capital Management Corp | Smithtown, NY | $27K | 1,081 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns WTRE?
15 institutional managers reported holding WTRE in Form 13F filings for June 30, 2026, worth $3.4M in total. The largest reported position was held by LPL Financial LLC, at $937K.
Did institutions buy or sell WTRE last quarter?
Reported 13F value rose 13.9% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is WTRE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.