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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

49 hedge funds and large institutions have $251M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

20% more funds holding

Funds holding: 4149 (+8)

6% more capital invested

Capital invested by funds: $237M → $251M (+$13.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.65% less ownership

Funds ownership: 77.48%76.82% (-0.65%)

Holders
49
Holders Change
+8
Holders Change %
+19.51%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
20
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
26
Frontier Wealth Management
Missouri
$612K -$322K -11,277 -35%
PFGIA
27
Patriot Financial Group Insurance Agency
Massachusetts
$577K +$182K +6,365 +47%
DP
28
Denver PWM
Colorado
$554K +$125K +4,373 +27%
AW
29
ACG Wealth
Georgia
$525K -$41.5K -1,452 -7%
NFG
30
Next Financial Group
Texas
$522K +$517K +18,087 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$506K +$151K +5,283 +43%
SWM
32
Segment Wealth Management
Texas
$399K -$452K -15,810 -53%
OIA
33
OneDigital Investment Advisors
Kansas
$367K +$59.4K +2,081 +20%
KFGK
34
Keystone Financial Group (Kentucky)
Kentucky
$273K
RA
35
RFG Advisory
Alabama
$253K +$32.3K +1,131 +15%
BCI
36
Brinker Capital Investments
Pennsylvania
$246K -$83.1K -2,910 -25%
HCIA
37
Hochman Cole Investment Advisors
Illinois
$214K +$211K +7,400 New
DAS
38
Dynamic Advisor Solutions
Arizona
$208K +$206K +7,212 New
BAM
39
Belpointe Asset Management
Nevada
$106K +$105K +3,660 New
Wells Fargo
40
Wells Fargo
California
$102K +$100K +3,517 New
ATC
41
Adirondack Trust Company
New York
$84K +$83.5K +2,922 New
GSWM
42
Golden State Wealth Management
California
$26K +$25.8K +902 New
CFA
43
Carroll Financial Associates
North Carolina
$4K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4.43K +155 New
CFN
45
Cordasco Financial Network
Florida
$3K
ASN
46
Advisory Services Network
Georgia
$3K +$543 +19 +23%
CFD
47
Creative Financial Designs
Indiana
$2K
Citigroup
48
Citigroup
New York
$1K +$686 +24 New
OMC
49
Old Mission Capital
Illinois
-$298K -10,320 Closed
FFN
50
Focus Financial Network
Minnesota
-$208K -7,226 Closed