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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

242 hedge funds and large institutions have $1.28B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 88

0% more capital invested

Capital invested by funds: $1.28B → $1.28B (+$5.07M)

1.05% less ownership

Funds ownership: 59.03%57.99% (-1%)

2% less funds holding

Funds holding: 248242 (-6)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
242
Holders Change
-6
Holders Change %
-2.42%
% of All Funds
3.8%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
22
Increased
104
Reduced
88
Closed
27
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
ShoreHaven Wealth Partners
New Jersey
$4.53M -$1.06M -38,140 -19%
IA
52
IFP Advisors
Florida
$4.4M -$713K -25,741 -14%
PAG
53
Private Advisor Group
New Jersey
$4.39M +$118K +4,248 +3%
SWP
54
Summit Wealth Partners
Florida
$4.25M -$1.77K -64 -0%
RWM
55
Refined Wealth Management
Utah
$4.21M +$84.9K +3,067 +2%
NAM
56
NorthCrest Asset Manangement
Minnesota
$4.16M +$24.7K +892 +0.6%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$3.94M -$312K -11,249 -7%
Betterment LLC
58
Betterment LLC
New York
$3.86M +$363K +13,126 +11%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$3.68M -$387K -13,988 -10%
WIC
60
Woodmont Investment Counsel
Tennessee
$3.67M +$54.6K +1,970 +2%
PA
61
Procyon Advisors
Connecticut
$3.63M +$835K +30,152 +30%
XF
62
XML Financial
Maryland
$3.57M +$2.32M +83,598 +190%
KAS
63
Kestra Advisory Services
Texas
$3.52M +$1.62M +58,496 +87%
CA
64
Cetera Advisors
Colorado
$3.47M -$180K -6,512 -5%
GA
65
Goldstein Advisors
Wisconsin
$3.42M +$626K +22,614 +23%
DADC
66
D.A. Davidson & Co
Montana
$3.31M -$194K -6,990 -6%
SWP
67
Stratos Wealth Partners
Ohio
$3.26M +$460K +16,604 +17%
RJA
68
Raymond James & Associates
Florida
$3.11M -$65.4K -2,361 -2%
SWM
69
Segment Wealth Management
Texas
$3.06M -$1.41K -51 -0%
YWM
70
Yoder Wealth Management
California
$2.97M -$134K -4,843 -4%
RA
71
Rise Advisors
New York
$2.9M +$234K +8,455 +9%
HCA
72
Heck Capital Advisors
Wisconsin
$2.85M +$99.4K +3,589 +4%
PFPT
73
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.81M +$226K +8,156 +9%
FA
74
Fermata Advisors
California
$2.8M +$348K +12,578 +14%
Prudential Financial
75
Prudential Financial
New Jersey
$2.62M +$2.6M +93,790 New

XSOE Hedge Fund Activity: Q2 2023 in Review

242 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q2 2023, worth a combined $1.28B — up 0.4% from $1.28B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of XSOE and 22 opened new positions — a net loss of 5 holders — while 88 trimmed existing stakes and 104 added.

The largest buyer was UBS Group, adding an estimated $18.4M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $57.4M sold.

  • 242 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q2 2023, down from 248 in Q1 2023.
  • Funds reported $1.28B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q2 2023, up 0.4% quarter-over-quarter.
  • 22 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q2 2023 and 27 closed out, a net change of -5 holders.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q2 2023 was UBS Group, an estimated $18.4M added.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q2 2023 was Migdal Insurance & Financial Holdings, an estimated $57.4M sold.

Based on aggregated 13F filings for Q2 2023.