WisdomTree True Emerging Markets Fund
9 hedge funds and large institutions have $16M invested in WisdomTree True Emerging Markets Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
326% more capital invested
Capital invested by funds: $3.76M → $16M (+$12.3M)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
80% more funds holding
Funds holding: 5 → 9 (+4)
24.46% more ownership
Funds ownership: 72.45% → 96.91% (+24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
+$9.66M |
| 2 |
Jane Street
New York
|
+$1.23M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$486K |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$327K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$308K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$817K |
| 2 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$91.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFA
1
Legacy Financial Advisors
Covington,
Kentucky
| $10.7M | +$9.66M | +363,050 | +1,327% |
|
|
2
Jane Street
New York
| $2.01M | +$1.23M | +46,201 | +171% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $1.59M | +$486K | +18,250 | +46% |
|
|
4
Citadel Advisors
Miami,
Florida
| $467K | -$817K | -30,689 | -64% |
|
|
CPIG
5
Chicago Partners Investment Group
Chicago,
Illinois
| $342K | +$327K | +12,276 | New |
|
|
CA
6
Cetera Advisors
Denver,
Colorado
| $319K | +$308K | +11,576 | New |
|
7
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $282K | +$275K | +10,329 | New |
|
8
Bank of Montreal
Toronto,
Ontario, Canada
| $254K | +$239K | +9,000 | New |
|
9
Fidelity Investments
Boston,
Massachusetts
| $28 | +$27 | +1 | New |
|
|
CFGS
10
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$91.1K | -3,424 | Closed |
|
XC Hedge Fund Activity: Q2 2023 in Review
9 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Emerging Markets Fund (XC) for Q2 2023, worth a combined $16M — up 326% from $3.76M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XC positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Legacy Financial Advisors, adding an estimated $9.66M. The largest seller was Citadel Advisors, cutting an estimated $817K.
- 9 institutional investors held WisdomTree True Emerging Markets Fund (XC) as of Q2 2023, up from 5 in Q1 2023.
- Funds reported $16M of WisdomTree True Emerging Markets Fund stock for Q2 2023, up 326% quarter-over-quarter.
- 5 funds opened new WisdomTree True Emerging Markets Fund positions in Q2 2023 and 1 closed out, a net change of +4 holders.
- The largest WisdomTree True Emerging Markets Fund buyer in Q2 2023 was Legacy Financial Advisors, an estimated $9.66M added.
- The largest WisdomTree True Emerging Markets Fund seller in Q2 2023 was Citadel Advisors, an estimated $817K sold.
Based on aggregated 13F filings for Q2 2023.