We are live on ! Find out more
XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

68 hedge funds and large institutions have $475M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

84% more capital invested

Capital invested by funds: $258M → $475M (+$217M)

21% more funds holding

Funds holding: 5668 (+12)

9.76% more ownership

Funds ownership: 57.11%66.87% (+9.8%)

Holders
68
Holders Change
+12
Holders Change %
+21.43%
% of All Funds
1.34%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
20
Increased
26
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.77M +$990K +33,775 +148%
CCMG
27
Clark Capital Management Group
Pennsylvania
$1.67M -$102K -3,487 -6%
FAIM
28
Financial Advocates Investment Management
Washington
$1.58M -$71.7K -2,447 -5%
S
29
Surevest
California
$1.55M +$127K +4,351 +10%
IA
30
IFP Advisors
Florida
$1.3M +$293 +10 +0%
KM
31
Kalos Management
Georgia
$1.2M -$190K -6,492 -14%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.07M +$1M +34,255 New
SI
33
Stephens Inc
Arkansas
$898K -$251K -8,578 -23%
IWM
34
IHT Wealth Management
Illinois
$772K -$17.8K -606 -2%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$744K +$104K +3,552 +18%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$742K
DP
37
Denver PWM
Colorado
$732K +$58.9K +2,011 +10%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$731K -$34.8K -1,187 -5%
VFM
39
Vivid Financial Management
California
$666K +$634K +21,642 New
NFG
40
Next Financial Group
Texas
$583K +$10.4K +355 +2%
SWM
41
Segment Wealth Management
Texas
$572K +$161K +5,500 +43%
VWM
42
Vigilare Wealth Management
Arizona
$506K +$490K +16,719 New
AG
43
Advisor Group
Arizona
$470K -$882K -30,117 -67%
Truist Financial
44
Truist Financial
North Carolina
$457K +$429K +14,652 New
RA
45
RFG Advisory
Alabama
$451K +$157K +5,356 +59%
OIA
46
OneDigital Investment Advisors
Kansas
$431K +$18.5K +631 +5%
AW
47
ACG Wealth
Georgia
$430K -$127K -4,332 -24%
CFG
48
Capstone Financial Group
Oklahoma
$417K +$391K +13,341 New
HCIA
49
Hochman Cole Investment Advisors
Illinois
$405K +$6.83K +233 +2%
DAS
50
Dynamic Advisor Solutions
Arizona
$312K +$293K +9,986 New