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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

160 hedge funds and large institutions have $1.27B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,267% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 3

89% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 36

41% more capital invested

Capital invested by funds: $900M → $1.27B (+$370M)

31% more funds holding

Funds holding: 122160 (+38)

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

0.74% more ownership

Funds ownership: 67.34%68.08% (+0.74%)

Holders
160
Holders Change
+38
Holders Change %
+31.15%
% of All Funds
3.23%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.42%
New
41
Increased
68
Reduced
36
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
51
Howard Financial Services
Texas
$5.29M +$881K +26,519 +20%
Osaic Holdings
52
Osaic Holdings
Arizona
$5.27M +$60.6K +1,825 +1%
MWM
53
MBE Wealth Management
Wisconsin
$4.8M +$9.93K +299 +0.2%
5L
54
55I LLC
Massachusetts
$4.69M +$2.39M +71,992 +107%
HGWM
55
Horst & Graben Wealth Management
Oregon
$4.66M +$993K +29,898 +28%
T
56
TRUADVICE
Florida
$4.53M +$4.35M +130,912 New
BFA
57
Beaumont Financial Advisors
Massachusetts
$4.04M -$1.22M -36,636 -23%
MCG
58
MACRO Consulting Group
New Jersey
$4.03M +$3.88M +116,789 New
MML Investors Services
59
MML Investors Services
Massachusetts
$3.59M +$300K +9,044 +9%
LFPWM
60
Leicht Financial Planning & Wealth Management
New Jersey
$3.49M +$229K +6,886 +7%
Citadel Advisors
61
Citadel Advisors
Florida
$3.43M +$3.39M +101,903 New
QFA
62
Quattro Financial Advisors
Texas
$3.27M +$3.12M +93,962 New
MCM
63
Monument Capital Management
Virginia
$3.26M +$1.44M +43,237 +81%
AWE
64
Avidian Wealth Enterprises
Texas
$3.24M +$2.76M +83,154 +635%
SMG
65
Smart Money Group
Texas
$3.07M -$549K -16,537 -15%
APW
66
Austin Private Wealth
Texas
$3.05M +$998K +30,032 +50%
AF
67
Advisornet Financial
Minnesota
$3.03M -$153K -4,594 -5%
ONB
68
Old National Bancorp
Indiana
$3.02M +$2.98M +89,854 New
DADC
69
D.A. Davidson & Co
Montana
$2.73M +$228K +6,868 +9%
HighTower Advisors
70
HighTower Advisors
Illinois
$2.69M +$2.65M +79,841 New
SPIA
71
Steward Partners Investment Advisory
New York
$2.5M -$226K -6,816 -8%
FFN
72
Focus Financial Network
Minnesota
$2.47M +$975K +29,358 +67%
BS
73
Banco Santander
Spain
$2.36M +$2.33M +70,000 New
SWP
74
Stratos Wealth Partners
Ohio
$2.23M -$472K -14,206 -18%
CP
75
Corbenic Partners
Pennsylvania
$2.19M -$31.7K -953 -1%