We are live on ! Find out more
XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

248 hedge funds and large institutions have $1.28B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 95 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 84

3% more capital invested

Capital invested by funds: $1.24B → $1.28B (+$42.9M)

1% more funds holding

Funds holding: 246248 (+2)

0.23% less ownership

Funds ownership: 59.26%59.03% (-0.23%)

Holders
248
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
32
Increased
95
Reduced
84
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KM
226
Kalos Management
Georgia
$7.54K +$7.61K +271 New
IRC
227
Investors Research Corp
Georgia
$7.24K
RG
228
Retirement Group
California
$7K
JWA
229
JFS Wealth Advisors
Pennsylvania
$6.96K
CIAS
230
Capital Investment Advisory Services
North Carolina
$6.71K +$1.82K +65 +37%
Commonwealth Equity Services
231
Commonwealth Equity Services
Massachusetts
$6.68K -$1.81M -64,622 -21%
WT
232
Whittier Trust
California
$5.76K
CFGS
233
Concourse Financial Group Securities
Alabama
$5.26K -$52.6K -1,875 -91%
FA
234
Fortis Advisors
Pennsylvania
$4.88K
CM
235
Cornerstone Management
Georgia
$4.51K
APC
236
Aspire Private Capital
North Carolina
$4.09K
CWP
237
Concord Wealth Partners
Virginia
$3.51K -$38K -1,355 -91%
MA
238
MCF Advisors
Kentucky
$2.56K
IHWM
239
Iron Horse Wealth Management
Iowa
$2.39K
AWM
240
Accel Wealth Management
Iowa
$2.25K
SCA
241
Stonebridge Capital Advisors
Minnesota
$1.99K
VWM
242
Venturi Wealth Management
Texas
$1.53K +$1.54K +55 New
FCAS
243
First Command Advisory Services
Texas
$696 +$702 +25 New
NA
244
NewEdge Advisors
Louisiana
$557
CP
245
Castleview Partners
Texas
$223
TWA
246
TCI Wealth Advisors
Arizona
$20 +$28 +1 New
FCAG
247
First Capital Advisors Group
New Jersey
$4
Jane Street
248
Jane Street
New York
-$37.5M -1,404,389 Closed
FTUS
249
Flow Traders U.S.
New York
-$7.85M -294,074 Closed
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
-$4.8M -179,856 Closed