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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

235 hedge funds and large institutions have $1.28B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

2.4% more ownership

Funds ownership: 62.19%64.6% (+2.4%)

1% more capital invested

Capital invested by funds: $1.27B → $1.28B (+$10.9M)

3% less funds holding

Funds holding: 242235 (-7)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

22% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 100

Holders
235
Holders Change
-7
Holders Change %
-2.89%
% of All Funds
3.39%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
20
Increased
78
Reduced
100
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
51
Gould Asset Management
California
$4.17M +$4.03M +141,405 New
BRWA
52
B. Riley Wealth Advisors
Florida
$4.04M -$2.57M -90,020 -37%
SWP
53
Stratos Wealth Partners
Ohio
$3.87M +$167K +5,851 +5%
IA
54
IFP Advisors
Florida
$3.84M +$137K +4,806 +4%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$3.84M -$1.72M -60,209 -32%
PAG
56
Private Advisor Group
New Jersey
$3.46M -$1.19M -41,668 -26%
RA
57
Rise Advisors
New York
$3.46M -$21.8K -766 -0.6%
PCOTEOTHU
58
Provident Company of the Employees of the Hebrew University
Israel
$3.44M +$3.33M +116,708 New
SWM
59
Segment Wealth Management
Texas
$3.37M +$159K +5,579 +5%
FA
60
Fermata Advisors
California
$3.33M -$52.5K -1,843 -2%
DADC
61
D.A. Davidson & Co
Montana
$3.3M -$47.9K -1,680 -1%
PFPT
62
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.25M +$249K +8,720 +9%
SA
63
Stewardship Advisors
Pennsylvania
$3.25M -$25.7K -901 -0.8%
CA
64
Cetera Advisors
Colorado
$3.06M -$14.4K -505 -0.5%
RSWM
65
Robertson Stephens Wealth Management
California
$2.93M +$2.84M +99,606 New
C
66
CEDRUS
Colorado
$2.72M +$245K +8,604 +10%
ES
67
ETF Store
Kansas
$2.69M +$189K +6,645 +8%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$2.62M -$1.4M -49,105 -36%
RJA
69
Raymond James & Associates
Florida
$2.44M -$872K -30,602 -27%
NAM
70
NorthCrest Asset Manangement
Minnesota
$2.4M +$125K +4,383 +6%
WMR
71
Wealth Management Resources
Rhode Island
$2.37M +$337K +11,830 +17%
Prudential Financial
72
Prudential Financial
New Jersey
$2.24M -$27.4K -963 -1%
PPWP
73
Premier Path Wealth Partners
New Jersey
$2.24M +$497K +17,446 +30%
CAN
74
Cetera Advisor Networks
California
$2.21M -$1.49M -52,195 -41%
SAM
75
Smartleaf Asset Management
Massachusetts
$2.05M +$517K +18,132 +35%