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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

68 hedge funds and large institutions have $475M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

84% more capital invested

Capital invested by funds: $258M → $475M (+$217M)

21% more funds holding

Funds holding: 5668 (+12)

9.76% more ownership

Funds ownership: 57.11%66.87% (+9.8%)

Holders
68
Holders Change
+12
Holders Change %
+21.43%
% of All Funds
1.34%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
20
Increased
26
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
51
Personal CFO Solutions
New Jersey
$296K
KFGK
52
Keystone Financial Group (Kentucky)
Kentucky
$295K
BCI
53
Brinker Capital Investments
Pennsylvania
$266K
LFPWM
54
Leicht Financial Planning & Wealth Management
New Jersey
$260K +$244K +8,342 New
PAS
55
Partnervest Advisory Services
California
$226K +$212K +7,245 New
MBT
56
Montecito Bank & Trust
California
$207K +$195K +6,643 New
BAM
57
Belpointe Asset Management
Nevada
$114K
ATC
58
Adirondack Trust Company
New York
$87K
AF
59
Advisornet Financial
Minnesota
$53K +$50.1K +1,710 New
CHAM
60
Clear Harbor Asset Management
Connecticut
$18.7K +$17.6K +600 New
IWP
61
IAG Wealth Partners
Wisconsin
$17K +$15.6K +533 New
GEA
62
Glen Eagle Advisors
New Jersey
$9.18K +$2.75K +94 +47%
CFGS
63
Concourse Financial Group Securities
Alabama
$5K +$4.39K +150 New
CFN
64
Cordasco Financial Network
Florida
$4K
ASN
65
Advisory Services Network
Georgia
$3K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$2K -$176 -6 -10%
CFD
67
Creative Financial Designs
Indiana
$2K
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$1K +$1.08K +37 New
Citadel Advisors
69
Citadel Advisors
Florida
-$6.95M -251,180 Closed
AWM
70
AE Wealth Management
Kansas
-$296K -10,711 Closed
SS
71
Simplicity Solutions
Minnesota
-$296K -10,700 Closed
TSS
72
Two Sigma Securities
New York
-$205K -7,397 Closed
FAAS
73
First Allied Advisory Services
California
-$53K -1,924 Closed
GSWM
74
Golden State Wealth Management
California
-$25K -914 Closed
US Bancorp
75
US Bancorp
Minnesota
-$12K -434 Closed