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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

229 hedge funds and large institutions have $975M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

0% less funds holding

Funds holding: 230229 (-1)

6.24% less ownership

Funds ownership: 64.96%58.72% (-6.2%)

19% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 93

30% less capital invested

Capital invested by funds: $1.4B → $975M (-$423M)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
229
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.02%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
26
Increased
75
Reduced
93
Closed
20
Calls
$55K
Puts
Net Calls
+$55K
Net Calls Change
+$55K
Name Holding Trade Value Shares
Change
Change in
Stake
WMR
26
Wealth Management Resources
Rhode Island
$9.14M +$6.62M +206,791 +222%
AFTS
27
American Financial & Tax Strategies
New York
$9.08M +$119K +3,712 +1%
Osaic Holdings
28
Osaic Holdings
Arizona
$8.84M -$18.6M -581,257 -67%
LPAM
29
Lodestar Private Asset Management
California
$8.59M +$75.9K +2,369 +0.8%
IWP
30
Invenio Wealth Partners
Florida
$8.4M +$537K +16,777 +6%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$7.77M -$15.9K -496 -0.2%
GAM
32
Gould Asset Management
California
$7.24M +$732K +22,840 +11%
Citadel Advisors
33
Citadel Advisors
Florida
$7.14M -$10.8M -337,471 -59%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$6.78M +$282K +8,807 +4%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$6.36M -$180K -5,612 -3%
HBS
36
Howard Bailey Securities
Indiana
$6.25M +$183K +5,703 +3%
GA
37
Goldstein Advisors
Wisconsin
$6.2M +$321K +10,024 +5%
SDH
38
Sloy Dahl & Holst
Washington
$6.15M -$19.4K -605 -0.3%
WMG
39
WESCAP Management Group
California
$5.78M -$108K -3,372 -2%
Betterment LLC
40
Betterment LLC
New York
$5.56M +$411K +12,818 +8%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$5.36M +$49.6K +1,548 +0.9%
EPW
42
Evergreen Private Wealth
Colorado
$5.24M +$21.5K +672 +0.4%
RWM
43
Refined Wealth Management
Utah
$5.07M -$29.3K -915 -0.5%
AI
44
Atria Investments
North Carolina
$5.01M +$853K +26,634 +19%
SWP
45
Stratos Wealth Partners
Ohio
$4.47M +$218K +6,796 +5%
IA
46
IFP Advisors
Florida
$4.22M +$388K +12,127 +10%
PFPT
47
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.04M +$193K +6,021 +5%
AAP
48
Arax Advisory Partners
Colorado
$3.93M +$4.13M +129,068 New
PAG
49
Private Advisor Group
New Jersey
$3.93M +$4.55K +142 +0.1%
Raymond James Financial
50
Raymond James Financial
Florida
$3.9M +$4.1M +128,022 New