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WisdomTree True Emerging Markets Fund

17 hedge funds and large institutions have $46.6M invested in WisdomTree True Emerging Markets Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

33% more capital invested

Capital invested by funds: $34.9M → $46.6M (+$11.6M)

9.73% more ownership

Funds ownership: 81.52%91.25% (+9.7%)

6% more funds holding

Funds holding: 1617 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
7
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1
Legacy Financial Advisors
Kentucky
$19M -$62.7K -2,031 -0.3%
AFG
2
Atomi Financial Group
New York
$10.6M +$4.39M +141,975 +75%
SA
3
Sanctuary Advisors
Indiana
$4.16M +$4.28M +138,589 New
CPIG
4
Chicago Partners Investment Group
Illinois
$3.45M +$104K +3,356 +3%
OMC
5
Old Mission Capital
Illinois
$2.58M +$1.99M +64,268 +397%
LPL Financial
6
LPL Financial
California
$1.67M +$1.61M +52,021 New
Citadel Advisors
7
Citadel Advisors
Florida
$1.6M +$982K +31,789 +178%
Creative Planning
8
Creative Planning
Kansas
$844K -$41.9K -1,356 -5%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$709K -$37.7K -1,222 -5%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$568K +$3.58K +116 +0.7%
DAS
11
Dynamic Advisor Solutions
Arizona
$480K +$38.1K +1,234 +9%
QPWM
12
Quadrant Private Wealth Management
Pennsylvania
$376K +$362K +11,705 New
KAS
13
Kestra Advisory Services
Texas
$357K +$344K +11,125 New
ACA
14
Aptus Capital Advisors
Alabama
$86.4K +$1.21K +39 +1%
CTWM
15
Cherry Tree Wealth Management
Minnesota
$38.8K
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$8.8K +$8.46K +274 New
AF
17
Allworth Financial
California
$1.45K
Jane Street
18
Jane Street
New York
-$2.81M -91,637 Closed
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
-$645K -21,000 Closed
Osaic Holdings
20
Osaic Holdings
Arizona
-$30.7K -999 Closed

XC Hedge Fund Activity: Q2 2024 in Review

17 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Emerging Markets Fund (XC) for Q2 2024, worth a combined $46.6M — up 33% from $34.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XC positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Atomi Financial Group, adding an estimated $4.39M. The largest seller was Jane Street, exiting entirely with an estimated $2.81M sold.

  • 17 institutional investors held WisdomTree True Emerging Markets Fund (XC) as of Q2 2024, up from 16 in Q1 2024.
  • Funds reported $46.6M of WisdomTree True Emerging Markets Fund stock for Q2 2024, up 33% quarter-over-quarter.
  • 5 funds opened new WisdomTree True Emerging Markets Fund positions in Q2 2024 and 3 closed out, a net change of +2 holders.
  • The largest WisdomTree True Emerging Markets Fund buyer in Q2 2024 was Atomi Financial Group, an estimated $4.39M added.
  • The largest WisdomTree True Emerging Markets Fund seller in Q2 2024 was Jane Street, an estimated $2.81M sold.

Based on aggregated 13F filings for Q2 2024.