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

211 hedge funds and large institutions have $1.13B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 77 increasing their positions, 85 reducing their positions, and 16 closing their positions.

Holders
211
Holders Change
-7
Holders Change %
-3.21%
% of All Funds
2.83%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
16
Increased
77
Reduced
85
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$116M
2
Wells Fargo
2
Wells Fargo
California
$42.4M
3
PCA
3
Pallas Capital Advisors
Massachusetts
$16.8M
4
MSRI
4
Michael S. Ryan Inc
New York
$16.1M
5
SWM
5
Sentinel Wealth Management
Virginia
$3.46M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$0
2
CCA
2
Clearwater Capital Advisors
Illinois
$440K
3
UBS Group
3
UBS Group
Switzerland
$39.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$96.2M
5
OMC
5
Old Mission Capital
Illinois
$3.03M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$3.52M 102,180 -3,051 -3%
SWM
52
Sentinel Wealth Management
Virginia
$3.46M 100,449 +100,449 New
IA
53
Insight Advisors
Pennsylvania
$3.45M 100,150 +3,504 +4%
BRWA
54
B. Riley Wealth Advisors
Florida
$3.44M 99,757 +99,757 New
SWM
55
SK Wealth Management
Rhode Island
$3.17M 91,809 +54 +0.1%
OMC
56
Old Mission Capital
Illinois
$3.03M 87,733 -79,052 -47%
PPWP
57
Premier Path Wealth Partners
New Jersey
$2.99M 86,827 -284 -0.3%
NAM
58
NorthCrest Asset Manangement
Minnesota
$2.94M 84,220 +755 +0.9%
SAM
59
Smartleaf Asset Management
Massachusetts
$2.67M 77,764 +1,686 +2%
WIM
60
WealthPlan Investment Management
Nebraska
$2.57M 74,634 +64,046 +605%
AAS
61
Avantax Advisory Services
Texas
$2.52M 73,084 +414 +0.6%
CastleKeep Investment Advisors
62
CastleKeep Investment Advisors
Connecticut
$2.24M 64,947 +53,739 +479%
CIA
63
Concurrent Investment Advisors
Florida
$2.12M 61,603 +7,667 +14%
LWL
64
Leo Wealth LLC
Texas
$2.1M 60,997 +52,662 +632%
JSW
65
Journey Strategic Wealth
New Jersey
$2.07M 59,990 +17,066 +40%
YWM
66
Yoder Wealth Management
California
$1.99M 57,736 -1,455 -2%
AC
67
Addison Capital
Pennsylvania
$1.95M 56,683 +6,059 +12%
EH
68
Equitable Holdings
New York
$1.71M 49,464 +304 +0.6%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$1.65M 47,933 -5,767 -11%
DWM
70
Drive Wealth Management
Utah
$1.65M 47,901 +1,157 +2%
KOC
71
Koss-Olinger Consulting
Florida
$1.65M 47,864 -1,519 -3%
XF
72
XML Financial
Maryland
$1.65M 47,729 -428 -0.9%
MTWSIF
73
Mivtachim The Workers Social Insurance Fund
Israel
$1.63M 47,241 – –
GEA
74
Glen Eagle Advisors
New Jersey
$1.6M 46,265 +6,013 +15%
ECM
75
Exchange Capital Management
Michigan
$1.58M 45,901 +1,891 +4%
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