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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

220 hedge funds and large institutions have $1.01B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 87 increasing their positions, 84 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.81% more ownership

Funds ownership: 58.72%60.53% (+1.8%)

4% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 84

3% more capital invested

Capital invested by funds: $975M → $1.01B (+$29.7M)

4% less funds holding

Funds holding: 229220 (-9)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
220
Holders Change
-9
Holders Change %
-3.93%
% of All Funds
2.95%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
16
Increased
87
Reduced
84
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$9.14M -$2.7M -86,852 -23%
LPAM
27
Lodestar Private Asset Management
California
$8.77M +$70.2K +2,261 +0.8%
AFTS
28
American Financial & Tax Strategies
New York
$8.73M -$466K -15,004 -5%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$7.83M -$45.3K -1,461 -0.6%
GAM
30
Gould Asset Management
California
$7.25M -$83.2K -2,682 -1%
IWP
31
Invenio Wealth Partners
Florida
$7.03M -$1.49M -47,911 -17%
GA
32
Goldstein Advisors
Wisconsin
$6.95M +$671K +21,624 +11%
SDH
33
Sloy Dahl & Holst
Washington
$6.92M +$697K +22,455 +11%
HBS
34
Howard Bailey Securities
Indiana
$6.81M +$478K +15,406 +8%
Ameriprise
35
Ameriprise
Minnesota
$6.77M -$3.29M -106,077 -33%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$6.12M -$328K -10,568 -5%
MOS
37
MGO One Seven
Ohio
$6.09M +$5.74M +184,859 +1,480%
Betterment LLC
38
Betterment LLC
New York
$5.95M +$323K +10,397 +6%
WMG
39
WESCAP Management Group
California
$5.58M -$273K -8,789 -5%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$5.47M +$42.7K +1,375 +0.8%
EPW
41
Evergreen Private Wealth
Colorado
$5.39M +$83.3K +2,685 +2%
AI
42
Atria Investments
North Carolina
$5.22M +$142K +4,577 +3%
OMC
43
Old Mission Capital
Illinois
$5.15M +$2.83M +91,083 +120%
SWP
44
Stratos Wealth Partners
Ohio
$4.79M +$264K +8,507 +6%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$4.42M +$1.24M +39,829 +39%
AAP
46
Arax Advisory Partners
Colorado
$4.4M +$421K +13,579 +11%
JP Morgan Chase
47
JP Morgan Chase
New York
$4.23M +$648K +20,866 +18%
IA
48
IFP Advisors
Florida
$4.21M -$66.8K -2,152 -2%
DFP
49
Defined Financial Planning
California
$4.18M +$396K +12,746 +10%
PFPT
50
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.14M +$45.7K +1,472 +1%