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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

229 hedge funds and large institutions have $975M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

0% less funds holding

Funds holding: 230229 (-1)

6.24% less ownership

Funds ownership: 64.96%58.72% (-6.2%)

19% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 93

30% less capital invested

Capital invested by funds: $1.4B → $975M (-$423M)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
229
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.02%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
26
Increased
75
Reduced
93
Closed
20
Calls
$55K
Puts
Net Calls
+$55K
Net Calls Change
+$55K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Summit Wealth Partners
Florida
$3.75M -$443K -13,831 -10%
RA
52
Rise Advisors
New York
$3.74M -$279K -8,704 -7%
DFP
53
Defined Financial Planning
California
$3.72M +$3.91M +122,202 New
FA
54
Fermata Advisors
California
$3.6M -$185K -5,775 -5%
JP Morgan Chase
55
JP Morgan Chase
New York
$3.54M -$8.73M -272,453 -70%
DADC
56
D.A. Davidson & Co
Montana
$3.52M +$4.61K +144 +0.1%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$3.42M +$543K +16,942 +18%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$3.15M -$1.38M -43,080 -29%
SWM
59
SK Wealth Management
Rhode Island
$3.04M +$12.4K +387 +0.4%
NAM
60
NorthCrest Asset Manangement
Minnesota
$2.75M +$174K +5,441 +6%
IA
61
Insight Advisors
Pennsylvania
$2.67M +$182K +5,686 +7%
RSWM
62
Robertson Stephens Wealth Management
California
$2.55M -$161K -5,027 -6%
PPWP
63
Premier Path Wealth Partners
New Jersey
$2.5M +$9.19K +287 +0.4%
Jane Street
64
Jane Street
New York
$2.39M -$63.6M -1,984,408 -96%
OMC
65
Old Mission Capital
Illinois
$2.31M -$19.6M -612,543 -89%
SAM
66
Smartleaf Asset Management
Massachusetts
$2.23M +$65.4K +2,043 +3%
AAS
67
Avantax Advisory Services
Texas
$2.15M +$8.26K +258 +0.4%
BRWA
68
B. Riley Wealth Advisors
Florida
$2.09M -$2.95M -92,092 -57%
IAA
69
Independent Advisor Alliance
North Carolina
$1.88M +$1.97M +61,594 New
YWM
70
Yoder Wealth Management
California
$1.85M -$41.5K -1,297 -2%
LWL
71
Leo Wealth LLC
Texas
$1.79M +$36.6K +1,144 +2%
AA
72
Armis Advisers
Georgia
$1.57M +$1.65M +51,501 New
Prudential Financial
73
Prudential Financial
New Jersey
$1.55M -$106K -3,314 -6%
DWM
74
Drive Wealth Management
Utah
$1.53M +$35.1K +1,096 +2%
KOC
75
Koss-Olinger Consulting
Florida
$1.5M +$12.6K +393 +0.8%