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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
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Overview Fund Activity

233 hedge funds and large institutions have $1.16B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 85 increasing their positions, 101 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
3.71%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
12
Increased
85
Reduced
101
Closed
19
Calls
$56K
Puts
$37K
Net Calls
+$19K
Net Calls Change
+$16K

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$23.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$29.5M
3
FA
3
Fermata Advisors
California
$7.74M
4
MOS
4
MGO One Seven
Ohio
$4.81M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$122M
2
FTUS
2
Flow Traders U.S.
New York
$370K
3
Bank of America
3
Bank of America
North Carolina
$54.6M
4
SA
4
Stewardship Advisors
Pennsylvania
$3.11M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
226
Sheets Smith Wealth Management
North Carolina
$3.33K +$3.33K +125 New
APC
227
Aspire Private Capital
North Carolina
$2.13K -$1.79K -67 -46%
SCA
228
Stonebridge Capital Advisors
Minnesota
$1.93K – – –
VWM
229
Venturi Wealth Management
Texas
$1.47K – – –
CSC
230
Caldwell Sutter Capital
California
$1.17K – – –
NA
231
NewEdge Advisors
Louisiana
$533 – – –
TRCT
232
Tower Research Capital (TRC)
New York
$107 – – –
CIA
233
Compass Ion Advisors
Pennsylvania
– -$6.31M -225,860 Closed
SWP
234
ShoreHaven Wealth Partners
New Jersey
– -$4.53M -162,043 Closed
BCM
235
Beaumont Capital Management
Massachusetts
– -$1.57M -56,259 Closed
GIA
236
Gladstone Institutional Advisory
Florida
– -$1.44M -51,366 Closed
MA
237
Mutual Advisors
Nebraska
– -$865K -30,945 Closed
CW
238
CreativeOne Wealth
Kansas
– -$619K -22,147 Closed
SAM
239
Smithbridge Asset Management
Pennsylvania
– -$315K -11,286 Closed
Thrivent Financial for Lutherans
240
Thrivent Financial for Lutherans
Minnesota
– -$292K -10,553 Closed
CAG
241
Csenge Advisory Group
Florida
– -$212K -7,589 Closed
CWA
242
Clearview Wealth Advisors
Oregon
– -$35.4K -1,268 Closed
FMP
243
Financial Management Professionals
Texas
– -$27K -962 Closed
CAL
244
Capital Advisors Ltd
Ohio
– -$17K -615 Closed
HDIM
245
Hanson & Doremus Investment Management
Vermont
– -$13K -475 Closed
CAS
246
Coppell Advisory Solutions
Texas
– -$12.4K -447 Closed
IPW
247
Impact Partnership Wealth
Georgia
– -$10.2K -364 Closed
LF
248
Lee Financial
Texas
– -$9.12K -326 Closed
MA
249
MCF Advisors
Kentucky
– -$2.57K -92 Closed
EWM
250
EPG Wealth Management
Georgia
– -$587 -21 Closed
7 8 9
10
11