XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

Overview Fund Activity

246 hedge funds and large institutions have $2.34B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 106 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
246
Holders Change
+86
Holders Change %
+53.75%
% of All Funds
4.36%
Holding in Top 10
34
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+61.9%
% of All Funds
0.6%
New
98
Increased
106
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$251M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$183M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$62.7M
4
PVH
4
Psagot Value Holdings
Israel
$57.3M
5
Bank of America
5
Bank of America
North Carolina
$133M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.68M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.13M
3
OMC
3
Old Mission Capital
Illinois
$0
4
MTWSIF
4
Mivtachim The Workers Social Insurance Fund
Israel
$4.24M
5
SL
5
Systelligence LLC
Minnesota
$3.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
PF
51
Phoenix Financial
Israel
$10.3M +$10.3M +260,756 New
Ameriprise
52
Ameriprise
Minnesota
$10.3M +$3.46M +87,345 +50%
SS
53
Simplicity Solutions
Minnesota
$10.3M +$9.66M +243,569 +1,492%
Stifel Financial
54
Stifel Financial
Missouri
$9.81M +$7.62M +192,054 +348%
EWM
55
Evermay Wealth Management
Virginia
$9.8M +$2.25M +56,633 +30%
C1AG
56
Client 1st Advisory Group
Florida
$9.28M +$501K +12,014 +6%
SB
57
Strategic Blueprint
Georgia
$9.27M +$2.34M +58,949 +34%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$8.76M -$132K -3,323 -1%
MWA
59
MFA Wealth Advisors
Pennsylvania
$8.59M +$78.8K +1,986 +0.9%
SWM
60
Segment Wealth Management
Texas
$8.58M +$463K +11,664 +6%
AWE
61
Avidian Wealth Enterprises
Texas
$8.4M +$4.58M +115,551 +120%
HGWM
62
Horst & Graben Wealth Management
Oregon
$7.83M +$2.35M +59,187 +43%
CIA
63
Compass Ion Advisors
Pennsylvania
$7.61M +$496K +12,512 +7%
EGWAG
64
Elwood & Goetz Wealth Advisory Group
Georgia
$7.56M +$947K +23,874 +14%
EC
65
Estate Counselors
Wisconsin
$7.34M -$2.72M -68,450 -27%
HFS
66
Howard Financial Services
Texas
$7.32M +$1.08M +27,261 +17%
CIBC World Market
67
CIBC World Market
Ontario, Canada
$7.29M +$7.29M +183,793 New
CFC
68
Coyle Financial Counsel
Illinois
$7.21M -$50.5K -1,272 -0.7%
SCM
69
Seascape Capital Management
New Hampshire
$6.97M -$4.04M -101,876 -37%
SWP
70
ShoreHaven Wealth Partners
New Jersey
$6.42M +$6.42M +161,757 New
HA
71
Harborview Advisors
Maine
$6.4M +$6.4M +161,324 New
APW
72
Austin Private Wealth
Texas
$6.39M +$2.8M +70,662 +78%
Legacy Financial Group (Iowa)
73
Legacy Financial Group (Iowa)
Iowa
$6.39M +$6.39M +160,989 New
MWM
74
MBE Wealth Management
Wisconsin
$6.31M -$54.8K -1,382 -0.9%
MML Investors Services
75
MML Investors Services
Massachusetts
$5.84M +$1.61M +40,553 +38%
1 2
3
4 5