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

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.

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
–

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$58.5M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$69.9M
3
WP
3
WealthPLAN Partners
Nebraska
$24.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$73.2M
5
ETS
5
ESL Trust Services
New York
$10.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$10.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.9M
4
AG
4
Advisor Group
Arizona
$470K
5
BFG
5
Bouchey Financial Group
New York
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PCS
51
Personal CFO Solutions
New Jersey
$296K 9,494 – –
KFGK
52
Keystone Financial Group (Kentucky)
Kentucky
$295K 9,449 – –
BCI
53
Brinker Capital Investments
Pennsylvania
$266K 8,521 – –
LFPWM
54
Leicht Financial Planning & Wealth Management
New Jersey
$260K 8,342 +8,342 New
PAS
55
Partnervest Advisory Services
California
$226K 7,245 +7,245 New
MBT
56
Montecito Bank & Trust
California
$207K 6,643 +6,643 New
BAM
57
Belpointe Asset Management
Nevada
$114K 3,660 – –
ATC
58
Adirondack Trust Company
New York
$87K 2,922 – –
AF
59
Advisornet Financial
Minnesota
$53K 1,710 +1,710 New
CHAM
60
Clear Harbor Asset Management
Connecticut
$18.7K 600 +600 New
IWP
61
IAG Wealth Partners
Wisconsin
$17K 533 +533 New
GEA
62
Glen Eagle Advisors
New Jersey
$9.18K 294 +94 +47%
CFGS
63
Concourse Financial Group Securities
Alabama
$5K 150 +150 New
CFN
64
Cordasco Financial Network
Florida
$4K 120 – –
ASN
65
Advisory Services Network
Georgia
$3K 101 – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$2K 54 -6 -10%
CFD
67
Creative Financial Designs
Indiana
$2K 75 – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$1K 37 +37 New
Citadel Advisors
69
Citadel Advisors
Florida
– – -251,180 Closed
AWM
70
AE Wealth Management
Kansas
– – -10,711 Closed
SS
71
Simplicity Solutions
Minnesota
– – -10,700 Closed
TSS
72
Two Sigma Securities
New York
– – -7,397 Closed
FAAS
73
First Allied Advisory Services
California
– – -1,924 Closed
GSWM
74
Golden State Wealth Management
California
– – -914 Closed
US Bancorp
75
US Bancorp
Minnesota
– – -434 Closed
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