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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

86 hedge funds and large institutions have $578M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

67% more funds holding in top 10

Funds holding in top 10: 6 → 10 (+4)

26% more funds holding

Funds holding: 68 → 86 (+18)

22% more capital invested

Capital invested by funds: $475M → $578M (+$104M)

4.21% more ownership

Funds ownership: 66.87% → 71.08% (+4.2%)

Holders
86
Holders Change
+18
Holders Change %
+26.47%
% of All Funds
1.9%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
33
Increased
29
Reduced
17
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
+$62.1M
2
Morgan Stanley
Morgan Stanley
New York
+$27.6M
3
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$21.6M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
+$15.2M
5
DCM
DeGreen Capital Management
Arizona
+$15.1M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.07M
2
BFA
Beaumont Financial Advisors
Massachusetts
-$7.4M
3
Jane Street
Jane Street
New York
-$3.1M
4
FWM
Frontier Wealth Management
Missouri
-$1.85M
5
S
Surevest
California
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFC
26
Coyle Financial Counsel
Illinois
$4.46M +$5.32M +182,653 New
MTWSIF
27
Mivtachim The Workers Social Insurance Fund
Israel
$4.03M +$4.81M +165,210 New
RJA
28
Raymond James & Associates
Florida
$3.79M -$383K -13,164 -8%
MWM
29
MBE Wealth Management
Wisconsin
$3.75M +$4.47M +153,559 New
SCM
30
Seascape Capital Management
New Hampshire
$3.46M +$319K +10,947 +8%
TIA
31
Traphagen Investment Advisors
New Jersey
$3.38M +$4.03M +138,294 New
CCMG
32
Clark Capital Management Group
Pennsylvania
$2.64M +$1.59M +54,518 +102%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.46M -$9.07M -311,413 -76%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.4M +$1.86M +63,812 +186%
LFPWM
35
Leicht Financial Planning & Wealth Management
New Jersey
$2.23M +$2.41M +82,678 +991%
SPIA
36
Steward Partners Investment Advisory
New York
$2.06M +$56K +1,922 +2%
BFA
37
Beaumont Financial Advisors
Massachusetts
$1.9M -$7.4M -253,941 -77%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.8M -$293K -10,063 -12%
Jane Street
39
Jane Street
New York
$1.65M -$3.1M -106,368 -61%
FAIM
40
Financial Advocates Investment Management
Washington
$1.39M +$181K +6,201 +12%
SSWM
41
Sheets Smith Wealth Management
North Carolina
$1.38M +$1.64M +56,388 New
EWM
42
Evermay Wealth Management
Virginia
$1.24M +$1.47M +50,618 New
FWM
43
Frontier Wealth Management
Missouri
$1.03M -$1.85M -63,574 -60%
PA
44
Procyon Advisors
Connecticut
$887K +$1.06M +36,315 New
KM
45
Kalos Management
Georgia
$860K -$176K -6,045 -16%
IDA
46
Intelligence Driven Advisers
California
$832K -$752K -25,807 -43%
HFS
47
Howard Financial Services
Texas
$800K +$955K +32,770 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$742K – – –
Osaic Holdings
49
Osaic Holdings
Arizona
$720K +$857K +29,436 New
Truist Financial
50
Truist Financial
North Carolina
$702K +$411K +14,115 +96%
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XSOE Hedge Fund Activity: Q1 2020 in Review

86 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q1 2020, worth a combined $578M — up 22% from $475M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new XSOE positions and 13 closed out — a net gain of 20 holders — while 29 added to existing stakes and 17 trimmed.

The largest buyer was Clal Insurance, adding an estimated $62.1M. The largest seller was Envestnet Asset Management, cutting an estimated $9.07M.

  • 86 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q1 2020, up from 68 in Q4 2019.
  • Funds reported $578M of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q1 2020, up 22% quarter-over-quarter.
  • 33 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q1 2020 and 13 closed out, a net change of +20 holders.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q1 2020 was Clal Insurance, an estimated $62.1M added.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q1 2020 was Envestnet Asset Management, an estimated $9.07M sold.

Based on aggregated 13F filings for Q1 2020.