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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

248 hedge funds and large institutions have $1.28B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 95 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 84

3% more capital invested

Capital invested by funds: $1.24B → $1.28B (+$42.9M)

1% more funds holding

Funds holding: 246248 (+2)

0.23% less ownership

Funds ownership: 59.26%59.03% (-0.23%)

Holders
248
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
32
Increased
95
Reduced
84
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
51
Melone Private Wealth
Michigan
$4.2M -$1.58M -56,298 -27%
NAM
52
NorthCrest Asset Manangement
Minnesota
$4.12M +$4.16M +148,119 New
RWM
53
Refined Wealth Management
Utah
$4.11M +$27.4K +975 +0.7%
VPP
54
Vertex Planning Partners
Illinois
$4.11M +$157K +5,596 +4%
PAG
55
Private Advisor Group
New Jersey
$4.1M +$835K +29,726 +25%
JMPWA
56
JP Morgan Private Wealth Advisors
California
$4.06M -$8.56K -305 -0.2%
MOS
57
MGO One Seven
Ohio
$3.79M +$1.94M +69,227 +103%
CA
58
Cetera Advisors
Colorado
$3.64M +$201K +7,169 +6%
WIC
59
Woodmont Investment Counsel
Tennessee
$3.6M +$641K +22,844 +21%
ES
60
ETF Store
Kansas
$3.57M +$151K +5,392 +4%
DADC
61
D.A. Davidson & Co
Montana
$3.49M -$370K -13,173 -10%
Betterment LLC
62
Betterment LLC
New York
$3.48M +$76.4K +2,722 +2%
FAIM
63
Financial Advocates Investment Management
Washington
$3.38M -$12.6K -448 -0.4%
M1FG
64
Mach-1 Financial Group
Arkansas
$3.17M +$3.2K +114 New
RJA
65
Raymond James & Associates
Florida
$3.16M -$948K -33,772 -23%
YWM
66
Yoder Wealth Management
California
$3.09M +$3.12M +111,050 New
SWM
67
Segment Wealth Management
Texas
$3.04M +$336K +11,975 +12%
C1AG
68
Client 1st Advisory Group
Florida
$2.84M -$580K -20,660 -17%
SWP
69
Stratos Wealth Partners
Ohio
$2.78M -$5.22K -186 -0.2%
GA
70
Goldstein Advisors
Wisconsin
$2.78M +$283K +10,097 +11%
PA
71
Procyon Advisors
Connecticut
$2.78M -$135K -4,824 -5%
HCA
72
Heck Capital Advisors
Wisconsin
$2.74M +$37.2K +1,325 +1%
RA
73
Rise Advisors
New York
$2.66M +$157K +5,602 +6%
PFPT
74
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.57M +$98.8K +3,519 +4%
FA
75
Fermata Advisors
California
$2.44M -$4.68M -166,829 -66%