WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
32 hedge funds and large institutions have $88.4M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 5 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
41% more capital invested
Capital invested by funds: $62.9M → $88.4M (+$25.5M)
13.37% more ownership
Funds ownership: 44.58% → 57.95% (+13%)
10% more funds holding
Funds holding: 29 → 32 (+3)
Top Buyers
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$5.51M |
| 2 |
Jane Street
New York
|
-$2.83M |
| 3 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
-$1.95M |
| 4 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$592K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
-$475K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $28K | +$13.8K | +477 | +92% |
|
|
PFGIA
27
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $10K | +$10.5K | +364 | New |
|
|
CFN
28
Cordasco Financial Network
Naples,
Florida
| $3K | +$3.47K | +120 | New |
|
|
CFD
29
Creative Financial Designs
Kokomo,
Indiana
| $2K | – | – | – |
|
|
RFM
30
Royal Fund Management
Lady Lake,
Florida
| $1K | -$1.95M | -67,573 | -100% |
|
|
VIA
31
Vantage Investment Advisors
State College,
Pennsylvania
| $1K | – | – | – |
|
|
WP
32
WealthShield Partners
Cary,
North Carolina
| $1K | – | – | – |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$5.51M | -187,629 | Closed |
|
|
34
Jane Street
New York
| – | -$2.83M | -96,494 | Closed |
|
|
NFG
35
Next Financial Group
Houston,
Texas
| – | -$475K | -16,160 | Closed |
|
|
MBT
36
Montecito Bank & Trust
Santa Barbara,
California
| – | -$451K | -15,345 | Closed |
|
|
SC
37
Scotia Capital
Toronto,
Ontario, Canada
| – | -$214K | -6,604 | Closed |
|
XSOE Hedge Fund Activity: Q3 2018 in Review
32 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q3 2018, worth a combined $88.4M — up 41% from $62.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XSOE positions and 5 closed out — a net gain of 3 holders — while 12 added to existing stakes and 4 trimmed.
The largest buyer was Cantor Fitzgerald Investment Advisors, opening a new position worth an estimated $14.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $5.51M sold.
- 32 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q3 2018, up from 29 in Q2 2018.
- Funds reported $88.4M of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q3 2018, up 41% quarter-over-quarter.
- 8 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q3 2018 and 5 closed out, a net change of +3 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q3 2018 was Cantor Fitzgerald Investment Advisors, an estimated $14.5M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q3 2018 was Citadel Advisors, an estimated $5.51M sold.
Based on aggregated 13F filings for Q3 2018.