WisdomTree True Emerging Markets Fund
9 hedge funds and large institutions have $24.9M invested in WisdomTree True Emerging Markets Fund in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
28% more capital invested
Capital invested by funds: $19.5M → $24.9M (+$5.45M)
8.54% less ownership
Funds ownership: 93.07% → 84.54% (-8.5%)
10% less funds holding
Funds holding: 10 → 9 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
+$3.21M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.39M |
| 3 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$224K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$133K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$48.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.51M |
| 2 |
Jane Street
New York
|
-$447K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$281K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$25.8K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$1.06K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFA
1
Legacy Financial Advisors
Covington,
Kentucky
| $16.3M | +$3.21M | +118,420 | +27% |
|
|
CPIG
2
Chicago Partners Investment Group
Chicago,
Illinois
| $2.86M | +$224K | +8,255 | +9% |
|
|
3
Jane Street
New York
| $2.12M | -$447K | -16,483 | -19% |
|
|
4
Citadel Advisors
Miami,
Florida
| $1.52M | +$1.39M | +51,341 | New |
|
|
5
Creative Planning
Overland Park,
Kansas
| $830K | -$1.06K | -39 | -0.1% |
|
|
CA
6
Cetera Advisors
Denver,
Colorado
| $498K | +$133K | +4,890 | +41% |
|
7
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $387K | +$2.66K | +98 | +0.8% |
|
|
DAS
8
Dynamic Advisor Solutions
Phoenix,
Arizona
| $372K | +$48.9K | +1,802 | +16% |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $38K | +$35.3K | +1,302 | New |
|
|
OMC
10
Old Mission Capital
Chicago,
Illinois
| – | -$1.51M | -57,748 | Closed |
|
|
11
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$281K | -10,078 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$25.8K | -985 | Closed |
|
XC Hedge Fund Activity: Q4 2023 in Review
9 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Emerging Markets Fund (XC) for Q4 2023, worth a combined $24.9M — up 28% from $19.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of XC and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 5 added.
The largest buyer was Legacy Financial Advisors, adding an estimated $3.21M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.51M sold.
- 9 institutional investors held WisdomTree True Emerging Markets Fund (XC) as of Q4 2023, down from 10 in Q3 2023.
- Funds reported $24.9M of WisdomTree True Emerging Markets Fund stock for Q4 2023, up 28% quarter-over-quarter.
- 2 funds opened new WisdomTree True Emerging Markets Fund positions in Q4 2023 and 3 closed out, a net change of -1 holder.
- The largest WisdomTree True Emerging Markets Fund buyer in Q4 2023 was Legacy Financial Advisors, an estimated $3.21M added.
- The largest WisdomTree True Emerging Markets Fund seller in Q4 2023 was Old Mission Capital, an estimated $1.51M sold.
Based on aggregated 13F filings for Q4 2023.