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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
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Overview Fund Activity

246 hedge funds and large institutions have $1.24B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 62 increasing their positions, 110 reducing their positions, and 32 closing their positions.

Holders
246
Holders Change
-2
Holders Change %
-0.81%
% of All Funds
3.97%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
37
Increased
62
Reduced
110
Closed
32
Calls
$24K
Puts
$56K
Net Calls
-$32K
Net Calls Change
-$32K

Top Buyers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$129M
2
Jane Street
2
Jane Street
New York
$37.5M
3
OMC
3
Old Mission Capital
Illinois
$44.5M
4
Charles Schwab
4
Charles Schwab
California
$13.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$118M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$56.4M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$1.3M
3
Wells Fargo
3
Wells Fargo
California
$8.76M
4
Bank of America
4
Bank of America
North Carolina
$60.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.99M
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
51
Compass Ion Advisors
Pennsylvania
$5.2M 194,943 -41,973 -18%
IWC
52
Integrated Wealth Concepts
Massachusetts
$5.16M 193,332 +19,523 +11%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$4.93M 184,925 -157,574 -46%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$4.8M 179,856 -3,744 -2%
CCA
55
Clearwater Capital Advisors
Illinois
$4.72M 177,075 +10,046 +6%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$4.69M 175,626 -20,449 -10%
EC
57
Estate Counselors
Wisconsin
$4.04M 151,250 -2,850 -2%
RJA
58
Raymond James & Associates
Florida
$3.93M 147,232 -10,318 -7%
RWM
59
Refined Wealth Management
Utah
$3.91M 146,580 +7,341 +5%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$3.9M 146,134 -1,671 -1%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$3.81M 142,638 +142,638 New
SWP
62
Summit Wealth Partners
Florida
$3.79M 142,150 -24,698 -15%
VPP
63
Vertex Planning Partners
Illinois
$3.79M 141,885 +141,885 New
DADC
64
D.A. Davidson & Co
Montana
$3.7M 138,653 -149 -0.1%
ES
65
ETF Store
Kansas
$3.65M 128,460 -3,346 -3%
CA
66
Cetera Advisors
Colorado
$3.3M 123,603 +10,114 +9%
C1AG
67
Client 1st Advisory Group
Florida
$3.27M 122,649 -37,499 -23%
Betterment LLC
68
Betterment LLC
New York
$3.26M 122,280 +8,872 +8%
FAIM
69
Financial Advocates Investment Management
Washington
$3.25M 121,998 -4,362 -3%
WIC
70
Woodmont Investment Counsel
Tennessee
$2.84M 106,393 +12,148 +13%
PA
71
Procyon Advisors
Connecticut
$2.79M 104,564 -279,711 -73%
SWP
72
Stratos Wealth Partners
Ohio
$2.67M 100,143 +30,430 +44%
SWM
73
Segment Wealth Management
Texas
$2.6M 97,379 -153,461 -61%
HCA
74
Heck Capital Advisors
Wisconsin
$2.59M 97,083 +1,927 +2%
RA
75
Rise Advisors
New York
$2.4M 89,851 -1,777 -2%
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