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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

230 hedge funds and large institutions have $1.4B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

24% more capital invested

Capital invested by funds: $1.13B → $1.4B (+$271M)

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

6.56% more ownership

Funds ownership: 58.4%64.96% (+6.6%)

10% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 83

1% more funds holding

Funds holding: 228230 (+2)

Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.3%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
21
Increased
91
Reduced
83
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$4.62M +$224K +7,204 +5%
AI
52
Atria Investments
North Carolina
$4.55M -$213K -6,840 -5%
SWP
53
Summit Wealth Partners
Florida
$4.52M -$307K -9,892 -7%
RA
54
Rise Advisors
New York
$4.35M +$237K +7,635 +6%
PAG
55
Private Advisor Group
New Jersey
$4.26M +$403K +12,972 +11%
PFPT
56
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.18M +$169K +5,438 +4%
IA
57
IFP Advisors
Florida
$4.18M -$97K -3,122 -2%
FA
58
Fermata Advisors
California
$4.09M +$199K +6,401 +5%
DADC
59
D.A. Davidson & Co
Montana
$3.81M -$56.4K -1,816 -2%
C
60
CEDRUS
Colorado
$3.51M +$286K +9,199 +9%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$3.15M +$372K +11,978 +14%
WMR
62
Wealth Management Resources
Rhode Island
$3.07M +$98.1K +3,157 +4%
SWM
63
SK Wealth Management
Rhode Island
$3.06M +$3.09M +99,418 New
RSWM
64
Robertson Stephens Wealth Management
California
$2.93M -$332K -10,670 -11%
NAM
65
NorthCrest Asset Manangement
Minnesota
$2.8M +$93.8K +3,020 +4%
PPWP
66
Premier Path Wealth Partners
New Jersey
$2.7M +$110K +3,539 +5%
IA
67
Insight Advisors
Pennsylvania
$2.69M +$133K +4,291 +6%
RJA
68
Raymond James & Associates
Florida
$2.63M -$14K -449 -0.6%
SAM
69
Smartleaf Asset Management
Massachusetts
$2.37M +$36.5K +1,176 +2%
AAS
70
Avantax Advisory Services
Texas
$2.33M +$154K +4,941 +8%
YWM
71
Yoder Wealth Management
California
$2.05M -$105K -3,390 -5%
LWL
72
Leo Wealth LLC
Texas
$1.9M +$30.9K +995 +2%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$1.87M -$369K -11,887 -17%
Prudential Financial
74
Prudential Financial
New Jersey
$1.79M -$563K -18,123 -25%
XF
75
XML Financial
Maryland
$1.66M -$41.9K -1,350 -3%