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

86 hedge funds and large institutions have $578M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 13 closing their positions.

Holders
86
Holders Change
+18
Holders Change %
+26.47%
% of All Funds
1.9%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
33
Increased
29
Reduced
17
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CI
1
Clal Insurance
Israel
$53.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$80.4M
3
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$72.7M
4
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$12.8M
5
DCM
5
DeGreen Capital Management
Arizona
$12.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.46M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$1.9M
3
Jane Street
3
Jane Street
New York
$1.65M
4
FWM
4
Frontier Wealth Management
Missouri
$1.03M
5
S
5
Surevest
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DP
51
Denver PWM
Colorado
$673K 28,618 +5,590 +24%
IWM
52
IHT Wealth Management
Illinois
$568K 23,277 -1,456 -6%
CFG
53
Capstone Financial Group
Oklahoma
$563K 23,073 +9,732 +73%
MFG
54
Merit Financial Group
Georgia
$544K 22,291 +22,291 New
MWA
55
MFA Wealth Advisors
Pennsylvania
$500K 21,017 +21,017 New
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$497K 20,337 -3,493 -15%
PAS
57
Partnervest Advisory Services
California
$472K 19,312 +12,067 +167%
ATC
58
Argent Trust Co
Tennessee
$469K 19,198 +19,198 New
SF
59
Synovus Financial
Georgia
$467K 19,176 +19,176 New
Prudential Financial
60
Prudential Financial
New Jersey
$464K 19,000 +19,000 New
Northern Trust
61
Northern Trust
Illinois
$393K 16,100 +16,100 New
HCIA
62
Hochman Cole Investment Advisors
Illinois
$350K 14,338 +1,355 +10%
AW
63
ACG Wealth
Georgia
$344K 14,086 +309 +2%
BPB
64
Badgley, Phelps & Bell
Washington
$340K 13,920 +13,920 New
RA
65
RFG Advisory
Alabama
$336K 13,741 -690 -5%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$302K 12,559 +12,522 +33,843%
VA
67
Valmark Advisers
Ohio
$296K 12,119 +12,119 New
IWC
68
Integrated Wealth Concepts
Massachusetts
$292K 11,946 +11,946 New
GWM
69
Geneos Wealth Management
Colorado
$287K 12,014 +12,014 New
KFGK
70
Keystone Financial Group (Kentucky)
Kentucky
$231K 9,449 – –
JFGLC
71
Johnson Financial Group LLC (Colorado)
Colorado
$224K 9,185 +9,185 New
DAS
72
Dynamic Advisor Solutions
Arizona
$216K 8,840 -1,146 -11%
CAG
73
Csenge Advisory Group
Florida
$216K 8,841 +8,841 New
BCI
74
Brinker Capital Investments
Pennsylvania
$208K 8,521 – –
WB
75
Webster Bank
Connecticut
$138K 5,680 +5,680 New
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