XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

Overview Fund Activity

317 hedge funds and large institutions have $2.17B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 144 increasing their positions, 100 reducing their positions, and 44 closing their positions.

Holders
317
Holders Change
-10
Holders Change %
-3.06%
% of All Funds
5.02%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.33%
New
40
Increased
144
Reduced
100
Closed
44
Calls
–
Puts
$2M
Net Calls
-$2M
Net Calls Change
-$996K

Top Buyers

1
Jane Street
1
Jane Street
New York
$145M
2
Citadel Advisors
2
Citadel Advisors
Florida
$34.1M
3
OMC
3
Old Mission Capital
Illinois
$62.1M
4
WIM
4
WealthPlan Investment Management
Nebraska
$12.9M
5
Wells Fargo
5
Wells Fargo
California
$39.7M

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$160M
3
LPL Financial
3
LPL Financial
California
$80.2M
4
BPWM
4
Badgley Phelps Wealth Managers
Washington
$0
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFM
26
Boston Financial Management
Massachusetts
$14.9M 456,391 -16,940 -4%
SA
27
Stewardship Advisors
Pennsylvania
$14.9M 455,040 +328,479 +260%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$13.8M 423,698 -27,325 -6%
PF
29
Phoenix Financial
Israel
$13.8M 421,025 – –
RJA
30
Raymond James & Associates
Florida
$13.7M 419,266 +47,549 +13%
AF
31
Allworth Financial
California
$13.5M 413,314 -200,697 -33%
CFIA
32
Cantor Fitzgerald Investment Advisors
New York
$13.4M 411,755 -201,074 -33%
BSW
33
Buckingham Strategic Wealth
Missouri
$13.4M 410,285 -59,592 -13%
WP
34
WealthPLAN Partners
Nebraska
$12.9M 424,550 -360,496 -46%
WIM
35
WealthPlan Investment Management
Nebraska
$12.9M 424,550 +424,550 New
WMG
36
WESCAP Management Group
California
$12.8M 392,582 +24,986 +7%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$12.7M 388,287 -2,350 -0.6%
SFBLI
38
Southern Farm Bureau Life Insurance
Mississippi
$12.1M 370,186 – –
CCA
39
Clearwater Capital Advisors
Illinois
$11.5M 353,387 +33,292 +10%
BP
40
Ballentine Partners
Massachusetts
$11.5M 351,516 -322,797 -48%
EWM
41
Evermay Wealth Management
Virginia
$11.4M 348,318 -36,938 -10%
PA
42
Procyon Advisors
Connecticut
$11.2M 344,178 +45,093 +15%
Legacy Financial Group (Iowa)
43
Legacy Financial Group (Iowa)
Iowa
$11.2M 343,305 +89,687 +35%
HFS
44
Howard Financial Services
Texas
$10.9M 335,090 +42,292 +14%
BWM
45
Bulltick Wealth Management
Florida
$10.7M 327,126 -38,940 -11%
WSWA
46
Warren Street Wealth Advisors
California
$10.6M 325,666 -47,892 -13%
WP
47
WealthShield Partners
North Carolina
$10.6M 324,861 +324,861 New
SFP
48
Sweet Financial Partners
Minnesota
$10.6M 323,472 +150,351 +87%
HGWM
49
Horst & Graben Wealth Management
Oregon
$10.1M 309,784 +43,848 +16%
EGWAG
50
Elwood & Goetz Wealth Advisory Group
Georgia
$9.7M 296,860 +12,552 +4%
1
2
3 4 5