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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

327 hedge funds and large institutions have $2.54B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 95 increasing their positions, 132 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 40

7% more funds holding

Funds holding: 307327 (+20)

4% more funds holding in top 10

Funds holding in top 10: 2829 (+1)

2.19% more ownership

Funds ownership: 63.82%66.02% (+2.2%)

7% less capital invested

Capital invested by funds: $2.72B → $2.54B (-$187M)

28% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 132

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $1.01M

Holders
327
Holders Change
+20
Holders Change %
+6.51%
% of All Funds
5.03%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.45%
New
66
Increased
95
Reduced
132
Closed
40
Calls
$2K
Puts
$1.01M
Net Calls
-$1M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Change in
Stake
CFIA
26
Cantor Fitzgerald Investment Advisors
New York
$22.6M +$1.61M +42,761 +8%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$21.3M -$3.19M -84,847 -13%
FSC
28
Full Sail Capital
Oklahoma
$20.3M +$8.17M +217,523 +62%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$20.2M -$4.17M -110,953 -17%
BPWM
30
Badgley Phelps Wealth Managers
Washington
$19M -$409K -10,894 -2%
BFM
31
Boston Financial Management
Massachusetts
$17.4M -$1.38M -36,732 -7%
BSW
32
Buckingham Strategic Wealth
Missouri
$17.3M -$476K -12,676 -3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$16.6M -$11.9M -316,464 -41%
PF
34
Phoenix Financial
Israel
$15.5M -$3.34M -88,906 -17%
BRWA
35
B. Riley Wealth Advisors
Florida
$15.2M -$544K -14,482 -3%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$14.8M -$4.88M -129,918 -24%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$14.4M +$102K +2,712 +0.7%
EWM
38
Evermay Wealth Management
Virginia
$14.2M -$266K -7,080 -2%
WSWA
39
Warren Street Wealth Advisors
California
$13.8M +$14M +373,558 New
RJA
40
Raymond James & Associates
Florida
$13.7M -$5.12M -136,246 -27%
SFBLI
41
Southern Farm Bureau Life Insurance
Mississippi
$13.6M
HWAM
42
Hennion & Walsh Asset Management
New Jersey
$13.6M -$1.05M -27,826 -7%
WMG
43
WESCAP Management Group
California
$13.5M +$155K +4,134 +1%
BWM
44
Bulltick Wealth Management
Florida
$13.5M -$150 -4 -0%
CCA
45
Clearwater Capital Advisors
Illinois
$11.8M +$3.3M +87,886 +38%
PA
46
Procyon Advisors
Connecticut
$11M +$2.13M +56,667 +23%
HFS
47
Howard Financial Services
Texas
$10.8M +$2.29M +60,825 +26%
MAC
48
Mason & Associates (California)
California
$10.5M +$10.7M +285,930 New
FTUS
49
Flow Traders U.S.
New York
$10.5M -$64.4M -1,713,086 -86%
EGWAG
50
Elwood & Goetz Wealth Advisory Group
Georgia
$10.5M +$1.1M +29,259 +11%