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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

305 hedge funds and large institutions have $3.27B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2021 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 144 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 12

148% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 58

40% more capital invested

Capital invested by funds: $2.34B → $3.27B (+$937M)

24% more funds holding

Funds holding: 246305 (+59)

15% more funds holding in top 10

Funds holding in top 10: 3439 (+5)

0.41% more ownership

Funds ownership: 68.42%68.83% (+0.41%)

Holders
305
Holders Change
+59
Holders Change %
+23.98%
% of All Funds
5.36%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.68%
New
75
Increased
144
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
51
Bulltick Wealth Management
Florida
$13.7M
CFG
52
Cooper Financial Group
California
$13.4M -$2.16M -51,236 -13%
EWM
53
Evermay Wealth Management
Virginia
$13.1M +$3.16M +74,738 +30%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$10.9M -$242K -5,732 -2%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$10.9M +$10.9M +258,382 +2,524%
SCM
56
Seascape Capital Management
New Hampshire
$10.8M +$3.76M +89,046 +51%
VFM
57
Vivid Financial Management
California
$10.6M -$1.06M -25,155 -9%
MWA
58
MFA Wealth Advisors
Pennsylvania
$10.6M +$1.85M +43,821 +20%
DCM
59
DeGreen Capital Management
Arizona
$9.76M -$208K -4,931 -1%
CCMG
60
Clark Capital Management Group
Pennsylvania
$9.57M -$3.12M -73,957 -24%
MA
61
Mutual Advisors
Nebraska
$9.55M +$8.42M +199,274 +561%
SB
62
Strategic Blueprint
Georgia
$9.49M -$16.6K -392 -0.2%
C1AG
63
Client 1st Advisory Group
Florida
$9.45M +$406K +9,608 +4%
WI
64
Wintrust Investments
Illinois
$9.39M +$9.75M +230,723 New
FA
65
Fermata Advisors
California
$9.3M +$9.66M +228,653 New
CIBC World Market
66
CIBC World Market
Ontario, Canada
$9.26M +$1.85M +43,690 +24%
SWM
67
Segment Wealth Management
Texas
$9.19M +$407K +9,635 +4%
LGA
68
Lebenthal Global Advisors
New York
$9.07M +$9.41M +222,875 New
HighTower Advisors
69
HighTower Advisors
Illinois
$9.06M +$9.4M +222,630 New
AWE
70
Avidian Wealth Enterprises
Texas
$8.95M +$344K +8,138 +4%
RBCM
71
Raub Brock Capital Management
California
$8.88M +$9.22M +218,310 New
Legacy Financial Group (Iowa)
72
Legacy Financial Group (Iowa)
Iowa
$8.78M +$2.32M +54,865 +34%
EGWAG
73
Elwood & Goetz Wealth Advisory Group
Georgia
$8.47M +$741K +17,532 +9%
HA
74
Harborview Advisors
Maine
$8.4M +$1.91M +45,105 +28%
CFC
75
Coyle Financial Counsel
Illinois
$8.21M +$847K +20,045 +11%