We are live on ! Find out more
XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

235 hedge funds and large institutions have $1.28B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

2.4% more ownership

Funds ownership: 62.19%64.6% (+2.4%)

1% more capital invested

Capital invested by funds: $1.27B → $1.28B (+$10.9M)

3% less funds holding

Funds holding: 242235 (-7)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

22% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 100

Holders
235
Holders Change
-7
Holders Change %
-2.89%
% of All Funds
3.39%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
20
Increased
78
Reduced
100
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$9.19M -$137K -4,815 -2%
BWM
27
Bulltick Wealth Management
Florida
$8.65M -$219K -7,700 -3%
AFTS
28
American Financial & Tax Strategies
New York
$8.61M +$604K +21,180 +8%
SFP
29
Sweet Financial Partners
Minnesota
$8.58M +$790K +27,735 +11%
EWM
30
Evermay Wealth Management
Virginia
$8.53M -$50.1K -1,759 -0.6%
PCA
31
Pallas Capital Advisors
Massachusetts
$8.24M +$448K +15,716 +6%
LPAM
32
Lodestar Private Asset Management
California
$8.24M +$51.1K +1,793 +0.6%
MSRI
33
Michael S. Ryan Inc
New York
$7.94M +$3.02M +106,110 +65%
CCA
34
Clearwater Capital Advisors
Illinois
$7.67M +$532K +18,663 +8%
IWC
35
Integrated Wealth Concepts
Massachusetts
$6.98M +$205K +7,191 +3%
BSW
36
Buckingham Strategic Wealth
Missouri
$6.55M -$597K -20,961 -9%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$6.44M +$362K +12,719 +6%
IWP
38
Invenio Wealth Partners
Florida
$6.26M +$2.7M +94,601 +80%
SDH
39
Sloy Dahl & Holst
Washington
$5.98M +$430K +15,074 +8%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$5.97M +$5.14M +180,225 +800%
MOS
41
MGO One Seven
Ohio
$5.83M +$346K +12,155 +7%
WMG
42
WESCAP Management Group
California
$5.62M -$4.1K -144 -0.1%
Betterment LLC
43
Betterment LLC
New York
$4.93M +$432K +15,153 +10%
EPW
44
Evergreen Private Wealth
Colorado
$4.87M +$2.21M +77,441 +88%
GA
45
Goldstein Advisors
Wisconsin
$4.79M +$636K +22,331 +16%
RWM
46
Refined Wealth Management
Utah
$4.76M +$61.1K +2,145 +1%
SWP
47
Summit Wealth Partners
Florida
$4.56M -$111K -3,894 -2%
AI
48
Atria Investments
North Carolina
$4.47M +$303K +10,616 +8%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$4.41M -$57K -2,001 -1%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$4.27M -$1.26M -44,339 -23%