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WisdomTree Emerging Markets Multifactor Fund

22 hedge funds and large institutions have $23.7M invested in WisdomTree Emerging Markets Multifactor Fund in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

47% more funds holding

Funds holding: 1522 (+7)

5% less capital invested

Capital invested by funds: $25.1M → $23.7M (-$1.37M)

21.03% less ownership

Funds ownership: 80.15%59.12% (-21%)

Holders
22
Holders Change
+7
Holders Change %
+46.67%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
6
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1
Trilogy Capital
California
$16.2M +$77.8K +2,823 +0.5%
LPL Financial
2
LPL Financial
California
$1.94M +$2M +72,465 New
KAS
3
Kestra Advisory Services
Texas
$1.8M +$747K +27,095 +67%
Jane Street
4
Jane Street
New York
$981K +$71.8K +2,604 +8%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$604K +$624K +22,622 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$585K +$604K +21,914 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$544K +$562K +20,373 New
BFS
8
BridgePort Financial Solutions
Iowa
$266K +$279K +10,113 New
SA
9
Sovran Advisors
California
$252K +$264K +9,563 New
MOS
10
MGO One Seven
Ohio
$216K +$223K +8,091 New
Osaic Holdings
11
Osaic Holdings
Arizona
$117K +$9.01K +327 +8%
SAM
12
Synergy Asset Management
Washington
$108K +$105K +3,810 New
IA
13
IFP Advisors
Florida
$52.6K
GJIA
14
Glass Jacobson Investment Advisors
Maryland
$19.4K +$55 +2 +0.3%
FFA
15
Farther Finance Advisors
California
$15.4K +$15.9K +578 New
PGAM
16
Princeton Global Asset Management
New Jersey
$11.1K -$27.5K -999 -71%
Wells Fargo
17
Wells Fargo
California
$5.81K +$5.95K +216 +21,600%
PS
18
Principal Securities
Iowa
$5.74K
CIA
19
Cape Investment Advisory
Georgia
$5.34K +$5.51K +200 New
Morgan Stanley
20
Morgan Stanley
New York
$1.58K
JP Morgan Chase
21
JP Morgan Chase
New York
$1.52K
Fidelity Investments
22
Fidelity Investments
Massachusetts
$27
OMC
23
Old Mission Capital
Illinois
-$5.03M -177,118 Closed
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
-$559K -19,451 Closed
UBS Group
25
UBS Group
Switzerland
-$1.65K -58 Closed

EMMF Hedge Fund Activity: Q4 2024 in Review

22 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Multifactor Fund (EMMF) for Q4 2024, worth a combined $23.7M — down 5.5% from $25.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EMMF positions and 3 closed out — a net gain of 7 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $2M. The largest seller was Old Mission Capital, exiting entirely with an estimated $5.03M sold.

  • 22 institutional investors held WisdomTree Emerging Markets Multifactor Fund (EMMF) as of Q4 2024, up from 15 in Q3 2024.
  • Funds reported $23.7M of WisdomTree Emerging Markets Multifactor Fund stock for Q4 2024, down 5.5% quarter-over-quarter.
  • 10 funds opened new WisdomTree Emerging Markets Multifactor Fund positions in Q4 2024 and 3 closed out, a net change of +7 holders.
  • The largest WisdomTree Emerging Markets Multifactor Fund buyer in Q4 2024 was LPL Financial, an estimated $2M added.
  • The largest WisdomTree Emerging Markets Multifactor Fund seller in Q4 2024 was Old Mission Capital, an estimated $5.03M sold.

Based on aggregated 13F filings for Q4 2024.