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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
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Overview Fund Activity

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
Holders
242
Holders Change
+9
Holders Change %
+3.86%
% of All Funds
3.55%
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
1
Morgan Stanley
New York
$235M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$16.9M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$6.97M
4
FTUS
4
Flow Traders U.S.
New York
$2.95M
5
AI
5
Atria Investments
North Carolina
$4.08M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$45.9M
2
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$948K
3
Ameriprise
3
Ameriprise
Minnesota
$9.18M
4
VPP
4
Vertex Planning Partners
Illinois
$0
5
OMC
5
Old Mission Capital
Illinois
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFTS
26
American Financial & Tax Strategies
New York
$7.83M +$7.83M +271,053 New
PCA
27
Pallas Capital Advisors
Massachusetts
$7.63M -$4.53M -156,750 -37%
SFP
28
Sweet Financial Partners
Minnesota
$7.61M -$769K -26,620 -9%
AWM
29
AE Wealth Management
Kansas
$7.58M -$1.13M -40,557 -13%
Wells Fargo
30
Wells Fargo
California
$7.15M -$1.03M -35,737 -13%
BSW
31
Buckingham Strategic Wealth
Missouri
$7.03M -$282K -9,774 -4%
CCA
32
Clearwater Capital Advisors
Illinois
$6.98M +$1.48M +51,193 +27%
BRWA
33
B. Riley Wealth Advisors
Florida
$6.97M +$2.6M +90,020 +59%
IWC
34
Integrated Wealth Concepts
Massachusetts
$6.63M +$289K +10,006 +5%
FA
35
FDx Advisors
Illinois
$6.57M +$577K +19,986 +10%
Jane Street
36
Jane Street
New York
$6.41M -$4.5M -155,836 -41%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$5.94M +$193K +6,689 +3%
XF
38
XML Financial
Maryland
$5.61M +$342K +11,851 +6%
WMG
39
WESCAP Management Group
California
$5.52M -$298K -10,331 -5%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$5.5M +$799K +27,666 +17%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$5.46M -$578K -20,031 -10%
SDH
42
Sloy Dahl & Holst
Washington
$5.43M -$5.34K -185 -0.1%
MOS
43
MGO One Seven
Ohio
$5.36M +$152K +5,275 +3%
MSRI
44
Michael S. Ryan Inc
New York
$4.71M +$454K +15,717 +11%
HighTower Advisors
45
HighTower Advisors
Illinois
$4.67M -$256K -8,880 -5%
RWM
46
Refined Wealth Management
Utah
$4.6M +$204K +7,064 +5%
PAG
47
Private Advisor Group
New Jersey
$4.6M -$77.2K -2,673 -2%
SWP
48
Summit Wealth Partners
Florida
$4.58M -$12.8K -443 -0.3%
Betterment LLC
49
Betterment LLC
New York
$4.4M +$194K +6,725 +5%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$4.38M -$31K -1,073 -0.7%
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