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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

248 hedge funds and large institutions have $1.28B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 95 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 84

3% more capital invested

Capital invested by funds: $1.24B → $1.28B (+$42.9M)

1% more funds holding

Funds holding: 246248 (+2)

0.23% less ownership

Funds ownership: 59.26%59.03% (-0.23%)

Holders
248
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
32
Increased
95
Reduced
84
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
26
Transamerica Financial Advisors
Florida
$9.62M -$436K -15,539 -4%
PCA
27
Pallas Capital Advisors
Massachusetts
$9.4M +$331K +11,807 +4%
BWM
28
Bulltick Wealth Management
Florida
$9.11M
Wells Fargo
29
Wells Fargo
California
$9.05M -$97.4K -3,468 -1%
HFS
30
Howard Financial Services
Texas
$8.97M +$849K +30,227 +10%
AWM
31
AE Wealth Management
Kansas
$8.42M +$2.48M +88,306 +41%
BSW
32
Buckingham Strategic Wealth
Missouri
$7.83M
LPAM
33
Lodestar Private Asset Management
California
$7.82M +$188K +6,708 +2%
SFP
34
Sweet Financial Partners
Minnesota
$7.81M -$1.49M -53,131 -16%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$7.54M +$2.41M +85,931 +46%
BFM
36
Boston Financial Management
Massachusetts
$6.72M -$1.78M -63,454 -21%
EWM
37
Evermay Wealth Management
Virginia
$6.35M +$869K +30,962 +16%
WMG
38
WESCAP Management Group
California
$6.34M -$447K -15,922 -7%
CIA
39
Compass Ion Advisors
Pennsylvania
$6.25M +$830K +29,575 +15%
HIP
40
HUB Investment Partners
Texas
$6.08M +$6.13M +218,223 New
FA
41
FDx Advisors
Illinois
$5.78M
IA
42
IFP Advisors
Florida
$5.73M -$649K -23,115 -11%
IWC
43
Integrated Wealth Concepts
Massachusetts
$5.59M +$206K +7,340 +4%
SWP
44
ShoreHaven Wealth Partners
New Jersey
$5.57M +$4.97M +176,843 +758%
HighTower Advisors
45
HighTower Advisors
Illinois
$5.38M -$147K -5,227 -3%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$5.02M -$724K -25,791 -13%
CCA
47
Clearwater Capital Advisors
Illinois
$5.01M +$80.6K +2,871 +2%
CAN
48
Cetera Advisor Networks
California
$4.63M +$2.4M +85,442 +106%
SWP
49
Summit Wealth Partners
Florida
$4.24M +$284K +10,119 +7%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$4.23M -$660K -23,525 -13%