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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

327 hedge funds and large institutions have $2.54B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 95 increasing their positions, 132 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 40

7% more funds holding

Funds holding: 307327 (+20)

4% more funds holding in top 10

Funds holding in top 10: 2829 (+1)

2.19% more ownership

Funds ownership: 63.82%66.02% (+2.2%)

7% less capital invested

Capital invested by funds: $2.72B → $2.54B (-$187M)

28% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 132

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $1.01M

Holders
327
Holders Change
+20
Holders Change %
+6.51%
% of All Funds
5.03%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.45%
New
66
Increased
95
Reduced
132
Closed
40
Calls
$2K
Puts
$1.01M
Net Calls
-$1M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
301
Charter Oak Capital Management
New Hampshire
$22K
CAL
302
Capital Advisors Ltd
Ohio
$22K +$38 +1 +0.2%
TCM
303
TD Capital Management
Tennessee
$21K -$2.56K -68 -11%
C
304
Covestor
United Kingdom
$21K +$21K +558 New
BlackRock
305
BlackRock
New York
$20K -$3.8K -101 -16%
HDIM
306
Hanson & Doremus Investment Management
Vermont
$18K
SMG
307
Spectrum Management Group
Indiana
$18K
KFI
308
Key Financial Inc
Pennsylvania
$18K +$1.43K +38 +8%
PNC Financial Services Group
309
PNC Financial Services Group
Pennsylvania
$16K +$12.7K +337 +355%
MAM
310
Meeder Asset Management
Ohio
$15K
CFA
311
Carroll Financial Associates
North Carolina
$13K
NFSG
312
Newbridge Financial Services Group
Florida
$13K
AssetMark Inc
313
AssetMark Inc
California
$10K -$751K -19,993 -99%
CIAS
314
Capital Investment Advisory Services
North Carolina
$10K +$9.77K +260 New
JWA
315
JFS Wealth Advisors
Pennsylvania
$9K
WT
316
Whittier Trust
California
$8K
FA
317
Financial Advantage
Maryland
$7K
CM
318
Cornerstone Management
Georgia
$5.97K +$6.09K +162 New
MFT
319
Moisand Fitzgerald Tamayo
Florida
$5K
EWM
320
EPG Wealth Management
Georgia
$4K
Koshinski Asset Management
321
Koshinski Asset Management
Illinois
$3.57K
AWM
322
Accel Wealth Management
Iowa
$3K
FHA
323
First Horizon Advisors
Tennessee
$3K
MBFW
324
Morton Brown Family Wealth
Pennsylvania
$3K +$2.82K +75 New
CP
325
Castleview Partners
Texas
$1.22K +$1.69M +44,920 New