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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

242 hedge funds and large institutions have $1.28B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 88

0% more capital invested

Capital invested by funds: $1.28B → $1.28B (+$5.07M)

1.05% less ownership

Funds ownership: 59.03%57.99% (-1%)

2% less funds holding

Funds holding: 248242 (-6)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
242
Holders Change
-6
Holders Change %
-2.42%
% of All Funds
3.8%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
22
Increased
104
Reduced
88
Closed
27
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
C
226
Covestor
United Kingdom
$8K -$1.8K -65 -18%
IRC
227
Investors Research Corp
Georgia
$7.27K
JWA
228
JFS Wealth Advisors
Pennsylvania
$7.02K +$28 +1 +0.4%
CIAS
229
Capital Investment Advisory Services
North Carolina
$6.74K
NFSG
230
Newbridge Financial Services Group
Florida
$6.64K -$5.32K -192 -45%
RG
231
Retirement Group
California
$6.57K +$28 +1 +0.4%
APC
232
Aspire Private Capital
North Carolina
$4.11K
CFGS
233
Concourse Financial Group Securities
Alabama
$3.88K -$1.39K -50 -26%
MA
234
MCF Advisors
Kentucky
$2.57K
SCA
235
Stonebridge Capital Advisors
Minnesota
$2.01K +$28 +1 +1%
VWM
236
Venturi Wealth Management
Texas
$1.54K
CSC
237
Caldwell Sutter Capital
California
$1.23K +$1.22K +44 New
EWM
238
EPG Wealth Management
Georgia
$587 +$582 +21 New
NA
239
NewEdge Advisors
Louisiana
$559
CP
240
Castleview Partners
Texas
$224
TRCT
241
Tower Research Capital (TRC)
New York
$112
FCAG
242
First Capital Advisors Group
New Jersey
$4
MIFH
243
Migdal Insurance & Financial Holdings
Israel
-$57.4M -2,063,150 Closed
GVAG
244
Great Valley Advisor Group
Delaware
-$13.5M -484,420 Closed
HIP
245
HUB Investment Partners
Texas
-$6.08M -218,223 Closed
PFA
246
Professional Financial Advisors
Nebraska
-$2.04M -62,524 Closed
YDMI
247
Y.D. More Investments
Israel
-$780K -28,000 Closed
SCA
248
Snowden Capital Advisors
New York
-$542K -19,477 Closed
NFP
249
NorthLanding Financial Partners
New York
-$515K -18,493 Closed
HCA
250
Harbour Capital Advisors
Virginia
-$461K -16,630 Closed

XSOE Hedge Fund Activity: Q2 2023 in Review

242 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q2 2023, worth a combined $1.28B — up 0.4% from $1.28B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of XSOE and 22 opened new positions — a net loss of 5 holders — while 88 trimmed existing stakes and 104 added.

The largest buyer was UBS Group, adding an estimated $18.4M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $57.4M sold.

  • 242 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q2 2023, down from 248 in Q1 2023.
  • Funds reported $1.28B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q2 2023, up 0.4% quarter-over-quarter.
  • 22 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q2 2023 and 27 closed out, a net change of -5 holders.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q2 2023 was UBS Group, an estimated $18.4M added.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q2 2023 was Migdal Insurance & Financial Holdings, an estimated $57.4M sold.

Based on aggregated 13F filings for Q2 2023.