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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
CAC
276
Certified Advisory Corp
Florida
$29K +$30.2K +714 New
APA
277
American Portfolios Advisors
New York
$28.1K
COCM
278
Charter Oak Capital Management
New Hampshire
$24K
US Bancorp
279
US Bancorp
Minnesota
$24K +$4.31K +102 +21%
CAL
280
Capital Advisors Ltd
Ohio
$24K +$24.9K +590 New
SMG
281
Spectrum Management Group
Indiana
$20K
HDIM
282
Hanson & Doremus Investment Management
Vermont
$19K +$20.1K +475 New
M
283
MOTCO
Texas
$18K
GWMIA
284
Global Wealth Management Investment Advisory
Florida
$17K +$17.6K +417 New
MAM
285
Meeder Asset Management
Ohio
$17K +$17.7K +418 New
FFC
286
First Financial Corp
Indiana
$15K
TCM
287
Tradewinds Capital Management
Washington
$15K
CFA
288
Carroll Financial Associates
North Carolina
$15K +$15.8K +374 New
AWA
289
Arkadios Wealth Advisors
Georgia
$10K +$2.03K +48 +22%
FA
290
Financial Advantage
Maryland
$8K
WT
291
Whittier Trust
California
$8K +$8.74K +207 New
NIC
292
Northwest Investment Counselors
Oregon
$7K +$7.01K +166 New
WT
293
Washington Trust
Rhode Island
$7K +$7.65K +181 New
RE
294
RBC Europe
United Kingdom
$6.92K +$7.18K +170 New
MFT
295
Moisand Fitzgerald Tamayo
Florida
$6K
BWM
296
Baystate Wealth Management
Massachusetts
$6K +$6.38K +151 New
FHA
297
First Horizon Advisors
Tennessee
$4K +$3.55K +84 +467%
TCWA
298
Ten Capital Wealth Advisors
Washington
$4K +$4.22K +100 New
AWM
299
Accel Wealth Management
Iowa
$3K
TCM
300
TD Capital Management
Tennessee
$3K +$2.87K +68 New