We are live on ! Find out more
XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

228 hedge funds and large institutions have $1.13B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 103 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 235228 (-7)

6.19% less ownership

Funds ownership: 64.6%58.4% (-6.2%)

12% less capital invested

Capital invested by funds: $1.28B → $1.13B (-$155M)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

28% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 103

Holders
228
Holders Change
-7
Holders Change %
-2.98%
% of All Funds
3.29%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
20
Increased
74
Reduced
103
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$3.97M -$24.5K -818 -0.6%
RA
52
Rise Advisors
New York
$3.8M +$191K +6,372 +5%
PFPT
53
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.71M +$318K +10,604 +10%
SWM
54
Segment Wealth Management
Texas
$3.65M +$145K +4,836 +4%
FA
55
Fermata Advisors
California
$3.6M +$135K +4,493 +4%
DADC
56
D.A. Davidson & Co
Montana
$3.58M +$154K +5,122 +5%
PAG
57
Private Advisor Group
New Jersey
$3.55M -$50.2K -1,673 -1%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$3.37M -$608K -20,255 -16%
RSWM
59
Robertson Stephens Wealth Management
California
$3.04M -$10.4K -348 -0.3%
C
60
CEDRUS
Colorado
$2.98M +$148K +4,941 +5%
WMR
61
Wealth Management Resources
Rhode Island
$2.75M +$282K +9,390 +12%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$2.56M +$494K +16,479 +25%
NAM
63
NorthCrest Asset Manangement
Minnesota
$2.5M +$3.15K +105 +0.1%
RJA
64
Raymond James & Associates
Florida
$2.45M -$83.2K -2,774 -3%
PPWP
65
Premier Path Wealth Partners
New Jersey
$2.4M +$80.9K +2,698 +4%
IA
66
Insight Advisors
Pennsylvania
$2.36M +$338K +11,256 +17%
Prudential Financial
67
Prudential Financial
New Jersey
$2.22M -$109K -3,628 -5%
SAM
68
Smartleaf Asset Management
Massachusetts
$2.13M -$15.2K -507 -0.7%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$2.1M -$616K -20,541 -23%
AAS
70
Avantax Advisory Services
Texas
$2M +$337K +11,240 +21%
YWM
71
Yoder Wealth Management
California
$2M -$24K -800 -1%
LWL
72
Leo Wealth LLC
Texas
$1.74M -$137K -4,572 -7%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$1.61M -$2.91M -96,863 -65%
ES
74
ETF Store
Kansas
$1.6M -$1.17M -39,163 -43%
XF
75
XML Financial
Maryland
$1.58M -$36.1K -1,204 -2%