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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
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Overview Fund Activity

213 hedge funds and large institutions have $1.13B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 77 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-5
Holders Change %
-2.29%
% of All Funds
2.86%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
16
Increased
77
Reduced
87
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$116M
2
Wells Fargo
2
Wells Fargo
California
$42.4M
3
PCA
3
Pallas Capital Advisors
Massachusetts
$16.8M
4
MSRI
4
Michael S. Ryan Inc
New York
$16.1M
5
WIM
5
WealthPlan Investment Management
Nebraska
$2.57M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$0
2
CCA
2
Clearwater Capital Advisors
Illinois
$440K
3
UBS Group
3
UBS Group
Switzerland
$39.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$96.2M
5
OMC
5
Old Mission Capital
Illinois
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$3.52M -$105K -3,051 -3%
SWM
52
Sentinel Wealth Management
Virginia
$3.46M +$3.46M +100,449 New
IA
53
Insight Advisors
Pennsylvania
$3.45M +$121K +3,504 +4%
BRWA
54
B. Riley Wealth Advisors
Florida
$3.44M +$3.44M +99,757 New
SWM
55
SK Wealth Management
Rhode Island
$3.17M +$1.86K +54 +0.1%
OMC
56
Old Mission Capital
Illinois
$3.03M -$2.73M -79,052 -47%
PPWP
57
Premier Path Wealth Partners
New Jersey
$2.99M -$9.79K -284 -0.3%
NAM
58
NorthCrest Asset Manangement
Minnesota
$2.94M +$26.3K +755 +0.9%
SAM
59
Smartleaf Asset Management
Massachusetts
$2.67M +$58K +1,686 +2%
WIM
60
WealthPlan Investment Management
Nebraska
$2.57M +$2.21M +64,046 +605%
AAS
61
Avantax Advisory Services
Texas
$2.52M +$14.3K +414 +0.6%
CastleKeep Investment Advisors
62
CastleKeep Investment Advisors
Connecticut
$2.24M +$1.85M +53,739 +479%
CIA
63
Concurrent Investment Advisors
Florida
$2.12M +$264K +7,667 +14%
LWL
64
Leo Wealth LLC
Texas
$2.1M +$1.82M +52,662 +632%
JSW
65
Journey Strategic Wealth
New Jersey
$2.07M +$588K +17,066 +40%
YWM
66
Yoder Wealth Management
California
$1.99M -$50K -1,455 -2%
AC
67
Addison Capital
Pennsylvania
$1.95M +$209K +6,059 +12%
EH
68
Equitable Holdings
New York
$1.71M +$10.5K +304 +0.6%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$1.65M -$199K -5,767 -11%
DWM
70
Drive Wealth Management
Utah
$1.65M +$39.9K +1,157 +2%
KOC
71
Koss-Olinger Consulting
Florida
$1.65M -$52.4K -1,519 -3%
XF
72
XML Financial
Maryland
$1.65M -$14.8K -428 -0.9%
MTWSIF
73
Mivtachim The Workers Social Insurance Fund
Israel
$1.63M – – –
GEA
74
Glen Eagle Advisors
New Jersey
$1.6M +$207K +6,013 +15%
ECM
75
Exchange Capital Management
Michigan
$1.58M +$65.2K +1,891 +4%
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