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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
XSOE
242 hedge funds and large institutions have $1.27B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 114 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
41% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 29
10% more capital invested
Capital invested by funds: $1.16B → $1.27B (+$111M)
4.57% more ownership
Funds ownership: 57.63% → 62.19% (+4.6%)
4% more funds holding
Funds holding: 233 → 242 (+9)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
42% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 114
Holders
242
Holders Change
+9
Holders Change %
+3.86%
% of All Funds
3.53%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
41
Increased
66
Reduced
114
Closed
29
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$16K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$96.3M |
| 2 |
JP Morgan Chase
New York
|
+$5.42M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$2.45M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$2.4M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.01M |
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$17.4M |
| 2 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$15.1M |
| 3 |
VPP
Vertex Planning Partners
Downers Grove,
Illinois
|
-$6.96M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.58M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$6.29M |
