We are live on ! Find out more
XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

305 hedge funds and large institutions have $3.27B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2021 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 144 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 12

148% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 58

40% more capital invested

Capital invested by funds: $2.34B → $3.27B (+$937M)

24% more funds holding

Funds holding: 246305 (+59)

15% more funds holding in top 10

Funds holding in top 10: 3439 (+5)

0.41% more ownership

Funds ownership: 68.42%68.83% (+0.41%)

Holders
305
Holders Change
+59
Holders Change %
+23.98%
% of All Funds
5.36%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.68%
New
75
Increased
144
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
251
Cooper/Haims Advisors
New York
$211K +$219K +5,178 New
KFS
252
Kaizen Financial Strategies
California
$208K +$215K +5,100 New
RM
253
Resource Management
Louisiana
$203K +$211K +5,000 New
22CM
254
20/20 Capital Management
California
$201K +$972 +23 +0.5%
CWM
255
Cedar Wealth Management
California
$200K +$127 +3 +0.1%
LAS
256
Lloyd Advisory Services
Georgia
$193K -$134K -3,167 -40%
BHWM
257
Bay Harbor Wealth Management
Maryland
$170K -$132K -3,132 -43%
AWM
258
Avior Wealth Management
Nebraska
$127K +$131K +3,111 +18,300%
TAM
259
Tucker Asset Management
Colorado
$125K -$55.8K -1,320 -30%
CFGS
260
Concourse Financial Group Securities
Alabama
$113K
RG
261
Retirement Group
California
$83K +$33.2K +787 +63%
GC
262
Grace Capital
Massachusetts
$76K
SWM
263
Spire Wealth Management
Virginia
$74K +$77.3K +1,830 New
RWB
264
RMR Wealth Builders
New Jersey
$72K +$74.5K +1,763 New
SMFG
265
Sumitomo Mitsui Financial Group
Japan
$67K +$69.9K +1,654 New
SL
266
Savior LLC
Massachusetts
$54K -$13.2K -313 -19%
FA
267
Fortis Advisors
Pennsylvania
$54K +$56.3K +1,332 New
TFGT
268
TS Financial Group (TSFG)
Illinois
$51K -$28K -662 -35%
JFGIW
269
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46K +$47.9K +1,134 New
VFA
270
Valeo Financial Advisors
Indiana
$43K +$45K +1,065 New
Fidelity Investments
271
Fidelity Investments
Massachusetts
$40K -$3.08K -73 -7%
SBL
272
Sargent Bickham Lagudis
Colorado
$37K
ACA
273
Aptus Capital Advisors
Alabama
$35K +$36K +852 New
GI
274
Gradient Investments
Minnesota
$34K +$34.9K +827 New
PO
275
Private Ocean
California
$29K