WisdomTree True Emerging Markets Fund
10 hedge funds and large institutions have $19.5M invested in WisdomTree True Emerging Markets Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
21% more capital invested
Capital invested by funds: $16M → $19.5M (+$3.44M)
11% more funds holding
Funds holding: 9 → 10 (+1)
3.84% less ownership
Funds ownership: 96.91% → 93.07% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$2.18M |
| 2 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
+$1.15M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$775K |
| 4 |
Jane Street
New York
|
+$416K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$303K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$467K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$28 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFA
1
Legacy Financial Advisors
Covington,
Kentucky
| $11.3M | +$1.15M | +41,832 | +11% |
|
|
CPIG
2
Chicago Partners Investment Group
Chicago,
Illinois
| $2.33M | +$2.18M | +78,936 | +643% |
|
|
3
Jane Street
New York
| $2.31M | +$416K | +15,089 | +21% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $1.51M | – | – | – |
|
|
5
Creative Planning
Overland Park,
Kansas
| $736K | +$775K | +28,117 | New |
|
6
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $341K | +$73.1K | +2,652 | +26% |
|
|
CA
7
Cetera Advisors
Denver,
Colorado
| $313K | +$10.8K | +392 | +3% |
|
|
DAS
8
Dynamic Advisor Solutions
Phoenix,
Arizona
| $288K | +$303K | +11,003 | New |
|
9
Bank of Montreal
Toronto,
Ontario, Canada
| $281K | +$29.7K | +1,078 | +12% |
|
10
UBS Group
Zurich,
Switzerland
| $25.8K | +$27.2K | +985 | New |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$467K | -16,961 | Closed |
|
|
12
Fidelity Investments
Boston,
Massachusetts
| – | -$28 | -1 | Closed |
|
XC Hedge Fund Activity: Q3 2023 in Review
10 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Emerging Markets Fund (XC) for Q3 2023, worth a combined $19.5M — up 21% from $16M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XC positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 0 trimmed.
The largest buyer was Chicago Partners Investment Group, adding an estimated $2.18M. The largest seller was Citadel Advisors, exiting entirely with an estimated $467K sold.
- 10 institutional investors held WisdomTree True Emerging Markets Fund (XC) as of Q3 2023, up from 9 in Q2 2023.
- Funds reported $19.5M of WisdomTree True Emerging Markets Fund stock for Q3 2023, up 21% quarter-over-quarter.
- 3 funds opened new WisdomTree True Emerging Markets Fund positions in Q3 2023 and 2 closed out, a net change of +1 holder.
- The largest WisdomTree True Emerging Markets Fund buyer in Q3 2023 was Chicago Partners Investment Group, an estimated $2.18M added.
- The largest WisdomTree True Emerging Markets Fund seller in Q3 2023 was Citadel Advisors, an estimated $467K sold.
Based on aggregated 13F filings for Q3 2023.