XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

Overview Fund Activity

268 hedge funds and large institutions have $1.36B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 148 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
-49
Holders Change %
-15.46%
% of All Funds
4.53%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.25%
New
18
Increased
71
Reduced
148
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Cantor Fitzgerald
New York
$12.5M
2
TFA
2
Transamerica Financial Advisors
Florida
$9.51M
3
VA
3
Valmark Advisers
Ohio
$84M
4
AWM
4
Aprio Wealth Management
Georgia
$7.78M
5
CP
5
Castleview Partners
Texas
$4.89M

Top Sellers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$0
2
Jane Street
2
Jane Street
New York
$0
3
OMC
3
Old Mission Capital
Illinois
$8.07M
4
5L
4
55I LLC
Massachusetts
$1.26M
5
Morgan Stanley
5
Morgan Stanley
New York
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
276
Security Financial Services
Indiana
– -$2.34M -71,738 Closed
SPAS
277
Spectrum Planning & Advisory Services
California
– -$2.27M -69,517 Closed
VWA
278
Visionary Wealth Advisors
Illinois
– -$1.55M -47,366 Closed
SWA
279
Stratos Wealth Advisors
Ohio
– -$1.37M -41,920 Closed
SAM
280
Smithbridge Asset Management
Pennsylvania
– -$1.22M -37,454 Closed
Renaissance Technologies
281
Renaissance Technologies
New York
– -$1.22M -37,200 Closed
FWP
282
Firethorn Wealth Partners
Georgia
– -$1.2M -36,816 Closed
CCMG
283
Clark Capital Management Group
Pennsylvania
– -$1.14M -34,941 Closed
MWM
284
Maripau Wealth Management
Indiana
– -$1.05M -33,865 Closed
BFG
285
Beacon Financial Group
Texas
– -$1.06M -32,150 Closed
AR
286
Apeiron RIA
Texas
– -$990K -30,607 Closed
KOC
287
Koss-Olinger Consulting
Florida
– -$972K -29,750 Closed
BTWM
288
Baker Tilly Wealth Management
Wisconsin
– -$776K -23,767 Closed
CPA
289
Capital Planning Advisors
California
– -$583K -17,861 Closed
MWA
290
MFA Wealth Advisors
Pennsylvania
– -$570K -17,454 Closed
TFA
291
Teamwork Financial Advisors
Texas
– -$486K -14,873 Closed
NA
292
NewEdge Advisors
Louisiana
– -$470K -14,387 Closed
MFG
293
Merit Financial Group
Georgia
– -$461K -14,116 Closed
Cetera Investment Advisers
294
Cetera Investment Advisers
Illinois
– -$454K -13,913 Closed
CFG
295
Cooper Financial Group
California
– -$378K -11,577 Closed
SAS
296
Sage Advisory Services
Texas
– -$372K -11,386 Closed
CCG
297
Capital CS Group
California
– -$360K -11,019 Closed
TSS
298
Two Sigma Securities
New York
– -$336K -10,302 Closed
TCA
299
Transcend Capital Advisors
New Jersey
– -$328K -10,050 Closed
BFA
300
Beacon Financial Advisory
Ohio
– -$325K -9,948 Closed
10 11
12
13 14