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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

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.

New
Increased
Maintained
Reduced
Closed

989% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 9

279% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 28

84% more capital invested

Capital invested by funds: $1.27B → $2.34B (+$1.07B)

62% more funds holding in top 10

Funds holding in top 10: 2134 (+13)

54% more funds holding

Funds holding: 160246 (+86)

0.34% more ownership

Funds ownership: 68.08%68.42% (+0.34%)

Holders
246
Holders Change
+86
Holders Change %
+53.75%
% of All Funds
4.35%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PF
51
Phoenix Financial
Israel
$10.3M +$9.59M +260,756 New
Ameriprise
52
Ameriprise
Minnesota
$10.3M +$3.21M +87,345 +50%
SS
53
Simplicity Solutions
Minnesota
$10.3M +$8.96M +243,569 +1,492%
Stifel Financial
54
Stifel Financial
Missouri
$9.81M +$7.06M +192,054 +348%
EWM
55
Evermay Wealth Management
Virginia
$9.8M +$2.08M +56,633 +30%
C1AG
56
Client 1st Advisory Group
Florida
$9.28M +$442K +12,014 +6%
SB
57
Strategic Blueprint
Georgia
$9.27M +$2.17M +58,949 +34%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$8.76M -$122K -3,323 -1%
MWA
59
MFA Wealth Advisors
Pennsylvania
$8.59M +$73K +1,986 +0.9%
SWM
60
Segment Wealth Management
Texas
$8.58M +$429K +11,664 +6%
AWE
61
Avidian Wealth Enterprises
Texas
$8.4M +$4.25M +115,551 +120%
HGWM
62
Horst & Graben Wealth Management
Oregon
$7.83M +$2.18M +59,187 +43%
CIA
63
Compass Ion Advisors
Pennsylvania
$7.61M +$460K +12,512 +7%
EGWAG
64
Elwood & Goetz Wealth Advisory Group
Georgia
$7.56M +$878K +23,874 +14%
EC
65
Estate Counselors
Wisconsin
$7.33M -$2.52M -68,450 -27%
HFS
66
Howard Financial Services
Texas
$7.32M +$1M +27,261 +17%
CIBC World Market
67
CIBC World Market
Ontario, Canada
$7.29M +$6.76M +183,793 New
CFC
68
Coyle Financial Counsel
Illinois
$7.21M -$46.8K -1,272 -0.7%
SCM
69
Seascape Capital Management
New Hampshire
$6.97M -$3.75M -101,876 -37%
SWP
70
ShoreHaven Wealth Partners
New Jersey
$6.42M +$5.95M +161,757 New
HA
71
Harborview Advisors
Maine
$6.4M +$5.93M +161,324 New
APW
72
Austin Private Wealth
Texas
$6.39M +$2.6M +70,662 +78%
Legacy Financial Group (Iowa)
73
Legacy Financial Group (Iowa)
Iowa
$6.39M +$5.92M +160,989 New
MWM
74
MBE Wealth Management
Wisconsin
$6.31M -$50.8K -1,382 -0.9%
MML Investors Services
75
MML Investors Services
Massachusetts
$5.84M +$1.49M +40,553 +38%