WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
246 hedge funds and large institutions have $1.24B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 62 increasing their positions, 110 reducing their positions, and 32 closing their positions.
16% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 32
9% more capital invested
Capital invested by funds: $1.14B → $1.24B (+$97.8M)
5.21% more ownership
Funds ownership: 54.06% → 59.26% (+5.2%)
1% less funds holding
Funds holding: 248 → 246 (-2)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
44% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 110
57% less call options, than puts
Call options by funds: $24K | Put options by funds: $56K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$125M |
| 2 |
Jane Street
New York
|
+$34.2M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$16.4M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$13M |
| 5 |
Morgan Stanley
New York
|
+$6.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$26.2M |
| 2 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$17.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$16.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$15.7M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$15.2M |
XSOE Hedge Fund Activity: Q4 2022 in Review
246 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q4 2022, worth a combined $1.24B — up 8.6% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new XSOE positions and 32 closed out — a net gain of 5 holders — while 62 added to existing stakes and 110 trimmed.
The largest buyer was Harel Insurance Investments & Financial Services, opening a new position worth an estimated $125M. The largest seller was Valmark Advisers, cutting an estimated $26.2M.
- 246 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q4 2022, down from 248 in Q3 2022.
- Funds reported $1.24B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q4 2022, up 8.6% quarter-over-quarter.
- 37 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q4 2022 and 32 closed out, a net change of +5 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q4 2022 was Harel Insurance Investments & Financial Services, an estimated $125M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q4 2022 was Valmark Advisers, an estimated $26.2M sold.
Based on aggregated 13F filings for Q4 2022.