XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

Overview Fund Activity

246 hedge funds and large institutions have $1.24B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 62 increasing their positions, 110 reducing their positions, and 32 closing their positions.

Holders
246
Holders Change
-2
Holders Change %
-0.81%
% of All Funds
3.97%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
37
Increased
62
Reduced
110
Closed
32
Calls
$24K
Puts
$56K
Net Calls
-$32K
Net Calls Change
-$32K

Top Buyers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$129M
2
Jane Street
2
Jane Street
New York
$37.5M
3
OMC
3
Old Mission Capital
Illinois
$44.5M
4
Charles Schwab
4
Charles Schwab
California
$13.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$118M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$56.4M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$1.3M
3
Wells Fargo
3
Wells Fargo
California
$8.76M
4
Bank of America
4
Bank of America
North Carolina
$60.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.99M
Name Market Value Shares Shares
Change 		Shares
Change %
GVAG
26
Great Valley Advisor Group
Delaware
$9.06M 339,509 +30,260 +10%
SFP
27
Sweet Financial Partners
Minnesota
$8.9M 333,634 +2,033 +0.6%
Wells Fargo
28
Wells Fargo
California
$8.76M 328,414 -639,502 -66%
BWM
29
Bulltick Wealth Management
Florida
$8.73M 327,126 – –
BFM
30
Boston Financial Management
Massachusetts
$8.13M 304,862 -55,816 -15%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$8.13M 304,694 -15,458 -5%
OIA
32
OneDigital Investment Advisors
Kansas
$8.02M 300,575 +190,400 +173%
AWE
33
Avidian Wealth Enterprises
Texas
$7.87M 295,044 -23,457 -7%
FTUS
34
Flow Traders U.S.
New York
$7.85M 294,074 +178,366 +154%
BSW
35
Buckingham Strategic Wealth
Missouri
$7.83M 293,366 -39,929 -12%
HFS
36
Howard Financial Services
Texas
$7.79M 292,079 -40,830 -12%
SA
37
Stewardship Advisors
Pennsylvania
$7.5M 280,969 -3,281 -1%
LPAM
38
Lodestar Private Asset Management
California
$7.32M 274,188 +274,188 New
FA
39
Fermata Advisors
California
$6.79M 254,545 +116,382 +84%
Citadel Advisors
40
Citadel Advisors
Florida
$6.7M 251,061 -298,332 -54%
WMG
41
WESCAP Management Group
California
$6.5M 243,770 -99,268 -29%
IA
42
IFP Advisors
Florida
$6.48M 206,108 +5,899 +3%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$6.26M 234,774 -453,316 -66%
Osaic Holdings
44
Osaic Holdings
Arizona
$5.99M 224,441 -586,155 -72%
FA
45
FDx Advisors
Illinois
$5.78M 216,729 +7,325 +3%
AWM
46
AE Wealth Management
Kansas
$5.72M 214,266 -47,097 -18%
MPW
47
Melone Private Wealth
Michigan
$5.57M 208,888 -26,293 -11%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$5.49M 205,931 -357,244 -63%
HighTower Advisors
49
HighTower Advisors
Illinois
$5.3M 198,596 +42,772 +27%
EWM
50
Evermay Wealth Management
Virginia
$5.26M 197,265 -11,594 -6%
1
2
3 4 5