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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

215 hedge funds and large institutions have $1.26B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 89

Holders
215
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$141M
Morgan Stanley
2
Morgan Stanley
New York
$104M
Bank of America
3
Bank of America
North Carolina
$75.5M
VA
4
Valmark Advisers
Ohio
$63M
LPL Financial
5
LPL Financial
California
$59.2M
State of Wisconsin Investment Board
6
State of Wisconsin Investment Board
Wisconsin
$53.5M
CI
7
Clal Insurance
Israel
$51.6M
Wells Fargo
8
Wells Fargo
California
$49.2M
UBS Group
9
UBS Group
Switzerland
$48.8M
MIH
10
Meitav Investment House
Israel
$44.8M
ETS
11
ESL Trust Services
New York
$36.3M
Osaic Holdings
12
Osaic Holdings
Arizona
$29.6M
Charles Schwab
13
Charles Schwab
California
$27.6M
KHLMVGHM
14
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$27M
EGWAG
15
Elwood & Goetz Wealth Advisory Group
Georgia
$22.5M
WSWA
16
Warren Street Wealth Advisors
California
$22M
PCA
17
Pallas Capital Advisors
Massachusetts
$19.3M
MSRI
18
Michael S. Ryan Inc
New York
$17.6M
TFA
19
Transamerica Financial Advisors
Florida
$15M
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$13.3M
WMR
21
Wealth Management Resources
Rhode Island
$12.1M
LPAM
22
Lodestar Private Asset Management
California
$11.7M
HFS
23
Howard Financial Services
Texas
$11.4M
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$10.5M
Stifel Financial
25
Stifel Financial
Missouri
$10.2M