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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

248 hedge funds and large institutions have $1.14B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 94 increasing their positions, 96 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 53.97% → 54.06% (+0.09%)

2% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 96

7% less funds holding

Funds holding: 268 → 248 (-20)

16% less capital invested

Capital invested by funds: $1.36B → $1.14B (-$217M)

33% less funds holding in top 10

Funds holding in top 10: 15 → 10 (-5)

51% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 37

Holders
248
Holders Change
-20
Holders Change %
-7.46%
% of All Funds
4.27%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
18
Increased
94
Reduced
96
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$21.1M
2
AWA
Amplius Wealth Advisors
Pennsylvania
+$18M
3
PCA
Pallas Capital Advisors
Massachusetts
+$8.63M
4
VA
Valmark Advisers
Ohio
+$5.44M
5
Osaic Holdings
Osaic Holdings
Arizona
+$5.08M

Top Sellers

Rank Fund Capital Flow
1
CF
Cantor Fitzgerald
New York
-$12.5M
2
AF
Allworth Financial
California
-$12.2M
3
RWB
RMR Wealth Builders
New Jersey
-$7.71M
4
Citadel Advisors
Citadel Advisors
Florida
-$7.17M
5
RJA
Raymond James & Associates
Florida
-$6.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
226
Financial Advantage
Maryland
$6K +$391 +14 +6%
RCM
227
Raleigh Capital Management
North Carolina
$6K +$642 +23 +10%
IRC
228
Investors Research Corp
Georgia
$6K +$7.26K +260 New
WT
229
Whittier Trust
California
$5K – – –
CIAS
230
Capital Investment Advisory Services
North Carolina
$4K -$3.43K -123 -41%
AWM
231
Avior Wealth Management
Nebraska
$4K -$1.48K -53 -21%
FA
232
Fortis Advisors
Pennsylvania
$4K +$28 +1 +0.6%
CM
233
Cornerstone Management
Georgia
$3.99K – – –
AWM
234
Accel Wealth Management
Iowa
$2K – – –
FHA
235
First Horizon Advisors
Tennessee
$2K – – –
M1FG
236
Mach-1 Financial Group
Arkansas
$2K – – –
MA
237
MCF Advisors
Kentucky
$2K – – –
SCA
238
Stonebridge Capital Advisors
Minnesota
$2K – – –
First Manhattan
239
First Manhattan
New York
$2K +$2.65K +95 New
CIAS
240
CFS Investment Advisory Services
New Jersey
$2K +$1.42M +50,840 New
CWM
241
Cedar Wealth Management
California
$1K – – –
CA
242
Crewe Advisors
Utah
$1K – – –
JMF
243
Johnson Midwest Financial
Iowa
$18 +$20.5K +736 New
CF
244
Cantor Fitzgerald
New York
– -$12.5M -436,364 Closed
Susquehanna International Group
245
Susquehanna International Group
Pennsylvania
– -$5.05M -175,994 Closed
BCM
246
Beaumont Capital Management
Massachusetts
– -$3.95M -137,886 Closed
CP
247
Castleview Partners
Texas
– -$3.65M -130,660 -100%
MCM
248
Monument Capital Management
Virginia
– -$2.52M -87,732 Closed
PI
249
PFS Investments
Georgia
– -$908K -31,644 Closed
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
– -$841K -29,338 Closed
8 9
10
11 12

XSOE Hedge Fund Activity: Q3 2022 in Review

248 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q3 2022, worth a combined $1.14B — down 16% from $1.36B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of XSOE and 18 opened new positions — a net loss of 19 holders — while 96 trimmed existing stakes and 94 added.

The largest buyer was Old Mission Capital, adding an estimated $21.1M. The largest seller was Cantor Fitzgerald, exiting entirely with an estimated $12.5M sold.

  • 248 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q3 2022, down from 268 in Q2 2022.
  • Funds reported $1.14B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q3 2022, down 16% quarter-over-quarter.
  • 18 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q3 2022 and 37 closed out, a net change of -19 holders.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q3 2022 was Old Mission Capital, an estimated $21.1M added.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q3 2022 was Cantor Fitzgerald, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2022.