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

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.

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

1
CI
1
Clal Insurance
Israel
$53.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$80.4M
3
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$72.7M
4
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$12.8M
5
DCM
5
DeGreen Capital Management
Arizona
$12.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.46M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$1.9M
3
Jane Street
3
Jane Street
New York
$1.65M
4
FWM
4
Frontier Wealth Management
Missouri
$1.03M
5
S
5
Surevest
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFC
26
Coyle Financial Counsel
Illinois
$4.46M 182,653 +182,653 New
MTWSIF
27
Mivtachim The Workers Social Insurance Fund
Israel
$4.03M 165,210 +165,210 New
RJA
28
Raymond James & Associates
Florida
$3.79M 155,199 -13,164 -8%
MWM
29
MBE Wealth Management
Wisconsin
$3.75M 153,559 +153,559 New
SCM
30
Seascape Capital Management
New Hampshire
$3.46M 141,642 +10,947 +8%
TIA
31
Traphagen Investment Advisors
New Jersey
$3.38M 138,294 +138,294 New
CCMG
32
Clark Capital Management Group
Pennsylvania
$2.64M 108,065 +54,518 +102%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.46M 100,861 -311,413 -76%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.4M 98,067 +63,812 +186%
LFPWM
35
Leicht Financial Planning & Wealth Management
New Jersey
$2.23M 91,020 +82,678 +991%
SPIA
36
Steward Partners Investment Advisory
New York
$2.06M 84,222 +1,922 +2%
BFA
37
Beaumont Financial Advisors
Massachusetts
$1.9M 77,751 -253,941 -77%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.8M 73,580 -10,063 -12%
Jane Street
39
Jane Street
New York
$1.65M 67,698 -106,368 -61%
FAIM
40
Financial Advocates Investment Management
Washington
$1.39M 56,896 +6,201 +12%
SSWM
41
Sheets Smith Wealth Management
North Carolina
$1.38M 56,388 +56,388 New
EWM
42
Evermay Wealth Management
Virginia
$1.24M 50,618 +50,618 New
FWM
43
Frontier Wealth Management
Missouri
$1.03M 42,102 -63,574 -60%
PA
44
Procyon Advisors
Connecticut
$887K 36,315 +36,315 New
KM
45
Kalos Management
Georgia
$860K 32,278 -6,045 -16%
IDA
46
Intelligence Driven Advisers
California
$832K 34,059 -25,807 -43%
HFS
47
Howard Financial Services
Texas
$800K 32,770 +32,770 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$742K 17,625 – –
Osaic Holdings
49
Osaic Holdings
Arizona
$720K 29,436 +29,436 New
Truist Financial
50
Truist Financial
North Carolina
$702K 28,767 +14,115 +96%
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