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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
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Overview Fund Activity

211 hedge funds and large institutions have $1.13B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 77 increasing their positions, 85 reducing their positions, and 16 closing their positions.

Holders
211
Holders Change
-7
Holders Change %
-3.21%
% of All Funds
2.83%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
16
Increased
77
Reduced
85
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$116M
2
Wells Fargo
2
Wells Fargo
California
$42.4M
3
PCA
3
Pallas Capital Advisors
Massachusetts
$16.8M
4
MSRI
4
Michael S. Ryan Inc
New York
$16.1M
5
SWM
5
Sentinel Wealth Management
Virginia
$3.46M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$0
2
CCA
2
Clearwater Capital Advisors
Illinois
$440K
3
UBS Group
3
UBS Group
Switzerland
$39.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$96.2M
5
OMC
5
Old Mission Capital
Illinois
$3.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$9.34M 270,843 -25,253 -9%
Osaic Holdings
27
Osaic Holdings
Arizona
$9.16M 297,185 -45,646 -13%
SDH
28
Sloy Dahl & Holst
Washington
$8.19M 237,664 +13,417 +6%
Ameriprise
29
Ameriprise
Minnesota
$7.92M 229,700 +10,467 +5%
GA
30
Goldstein Advisors
Wisconsin
$7.71M 223,511 -1,572 -0.7%
GAM
31
Gould Asset Management
California
$7.65M 221,876 -12,831 -5%
IWP
32
Invenio Wealth Partners
Florida
$7.3M 211,715 -16,066 -7%
MOS
33
MGO One Seven
Ohio
$6.9M 200,056 +2,709 +1%
AAP
34
Arax Advisory Partners
Colorado
$6.7M 194,450 +51,803 +36%
Betterment LLC
35
Betterment LLC
New York
$6.48M 187,980 -4,902 -3%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$6.48M 187,937 -10,207 -5%
WMG
37
WESCAP Management Group
California
$6.44M 186,738 +6,021 +3%
AI
38
Atria Investments
North Carolina
$6.31M 182,980 +13,954 +8%
HBS
39
Howard Bailey Securities
Indiana
$6.23M 180,798 -2,982 -2%
EPW
40
Evergreen Private Wealth
Colorado
$6.19M 179,509 +5,066 +3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$6.15M 178,346 +1,002 +0.6%
SWP
42
Stratos Wealth Partners
Ohio
$5.76M 167,071 +11,755 +8%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$5.22M 151,317 +18,965 +14%
DFP
44
Defined Financial Planning
California
$4.98M 143,252 +8,304 +6%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$4.79M 138,890 +1,784 +1%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$4.39M 127,291 -15,765 -11%
IA
47
IFP Advisors
Florida
$4.27M 123,880 -12,567 -9%
DADC
48
D.A. Davidson & Co
Montana
$4.16M 120,509 +2,726 +2%
BCM
49
Beaumont Capital Management
Massachusetts
$4.13M 119,729 +17,451 +17%
Raymond James Financial
50
Raymond James Financial
Florida
$4.05M 117,363 -769 -0.7%
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