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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
XSOE
235 hedge funds and large institutions have $1.28B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 100 reducing their positions, and 24 closing their positions.
New
Increased
Maintained
Reduced
Closed
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
2.4% more ownership
Funds ownership: 62.19% → 64.6% (+2.4%)
1% more capital invested
Capital invested by funds: $1.27B → $1.28B (+$10.9M)
3% less funds holding
Funds holding: 242 → 235 (-7)
17% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 24
22% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 100
Holders
235
Holders Change
-7
Holders Change %
-2.89%
% of All Funds
3.39%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
20
Increased
78
Reduced
100
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$67.7M |
| 2 |
Jane Street
New York
|
+$54.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$19M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$17.6M |
| 5 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
+$17.3M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$124M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
-$22.9M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$20.8M |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$7.82M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$7.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WT
251
Washington Trust
Westerly,
Rhode Island
| – | -$28K | -968 | Closed |
|
252
AssetMark Inc
Concord,
California
| – | -$11.1K | -385 | Closed |
|
|
TC
253
Truvestments Capital
Sarasota,
Florida
| – | -$5.89K | -204 | Closed |
|
|
AWM
254
Able Wealth Management
Toms River,
New Jersey
| – | -$4.97K | -172 | Closed |
|
|
FFO
255
Fortitude Family Office
Scottsdale,
Arizona
| – | -$4.39K | -152 | Closed |
|
|
APC
256
Aspire Private Capital
Cornelius,
North Carolina
| – | -$2.31K | -80 | Closed |
|
|
AWM
257
Avior Wealth Management
Omaha,
Nebraska
| – | -$693 | -24 | Closed |
|
258
BNP Paribas Financial Markets
Paris,
France
| – | -$578 | -20 | Closed |
|
|
ASN
259
Advisory Services Network
Atlanta,
Georgia
| – | -$375 | -13 | Closed |
|
260
Citigroup
New York
| – | -$87 | -3 | Closed |
|