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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

327 hedge funds and large institutions have $2.54B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 95 increasing their positions, 132 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 40

7% more funds holding

Funds holding: 307327 (+20)

4% more funds holding in top 10

Funds holding in top 10: 2829 (+1)

2.19% more ownership

Funds ownership: 63.82%66.02% (+2.2%)

7% less capital invested

Capital invested by funds: $2.72B → $2.54B (-$187M)

28% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 132

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $1.01M

Holders
327
Holders Change
+20
Holders Change %
+6.51%
% of All Funds
5.03%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.45%
New
66
Increased
95
Reduced
132
Closed
40
Calls
$2K
Puts
$1.01M
Net Calls
-$1M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
51
Concord Wealth Partners
Virginia
$9.95M +$2.87M +76,329 +39%
MWA
52
MFA Wealth Advisors
Pennsylvania
$9.84M +$213K +5,661 +2%
HGWM
53
Horst & Graben Wealth Management
Oregon
$9.8M -$718K -19,104 -7%
Citadel Advisors
54
Citadel Advisors
Florida
$9.77M +$9.96M +265,094 New
BCM
55
Beaumont Capital Management
Massachusetts
$9.46M +$4.46M +118,761 +86%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$9.24M -$3.42K -91 -0%
RBCM
57
Raub Brock Capital Management
California
$9.2M
CIAS
58
CFS Investment Advisory Services
New Jersey
$9.17M +$407K +10,820 +4%
Legacy Financial Group (Iowa)
59
Legacy Financial Group (Iowa)
Iowa
$9.17M -$1.77M -47,094 -16%
SWM
60
Segment Wealth Management
Texas
$8.95M -$18.2K -485 -0.2%
EC
61
Estate Counselors
Wisconsin
$8.57M
SWP
62
Summit Wealth Partners
Florida
$8.35M +$387K +10,308 +5%
HighTower Advisors
63
HighTower Advisors
Illinois
$8.33M -$844K -22,445 -9%
MFA
64
Mayflower Financial Advisors
Massachusetts
$8.06M +$1.02M +27,262 +14%
CIA
65
Compass Ion Advisors
Pennsylvania
$7.92M -$2.66M -70,890 -25%
MPW
66
Melone Private Wealth
Michigan
$7.57M +$7.72M +205,294 New
RWB
67
RMR Wealth Builders
New Jersey
$7.57M +$7.72M +205,302 New
AWA
68
Amplius Wealth Advisors
Pennsylvania
$7.56M +$7.71M +205,254 New
CP
69
Corbenic Partners
Pennsylvania
$7.54M +$5.44M +144,828 +242%
SWP
70
ShoreHaven Wealth Partners
New Jersey
$7.53M +$160K +4,249 +2%
SB
71
Strategic Blueprint
Georgia
$7.25M -$1.63M -43,426 -18%
WWG
72
West Wealth Group
California
$7.21M +$7.35M +195,692 New
VFM
73
Vivid Financial Management
California
$7.21M -$722K -19,209 -9%
C1AG
74
Client 1st Advisory Group
Florida
$7.12M -$782K -20,807 -10%
JFS
75
JD Financial Services
Pennsylvania
$7M -$283K -7,534 -4%