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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

86 hedge funds and large institutions have $578M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

67% more funds holding in top 10

Funds holding in top 10: 6 → 10 (+4)

26% more funds holding

Funds holding: 68 → 86 (+18)

22% more capital invested

Capital invested by funds: $475M → $578M (+$104M)

4.21% more ownership

Funds ownership: 66.87% → 71.08% (+4.2%)

Holders
86
Holders Change
+18
Holders Change %
+26.47%
% of All Funds
1.9%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
33
Increased
29
Reduced
17
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
+$62.1M
2
Morgan Stanley
Morgan Stanley
New York
+$27.6M
3
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$21.6M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
+$15.2M
5
DCM
DeGreen Capital Management
Arizona
+$15.1M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.07M
2
BFA
Beaumont Financial Advisors
Massachusetts
-$7.4M
3
Jane Street
Jane Street
New York
-$3.1M
4
FWM
Frontier Wealth Management
Missouri
-$1.85M
5
S
Surevest
California
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
76
Cedar Wealth Management
California
$127K +$152K +5,214 New
HNB
77
Huntington National Bank
Ohio
$75K – – –
IA
78
IFP Advisors
Florida
$34K -$1.17M -40,245 -97%
GSWM
79
Golden State Wealth Management
California
$26K +$31.3K +1,074 New
CFGS
80
Concourse Financial Group Securities
Alabama
$19K +$18.1K +620 +413%
NFG
81
Next Financial Group
Texas
$18K -$522K -17,926 -96%
AF
82
Advisornet Financial
Minnesota
$18K -$27.8K -955 -56%
GEA
83
Glen Eagle Advisors
New Jersey
$4.88K -$2.74K -94 -32%
CFN
84
Cordasco Financial Network
Florida
$3K – – –
ASN
85
Advisory Services Network
Georgia
$2K – – –
S
86
Surevest
California
– -$1.55M -49,534 Closed
SI
87
Stephens Inc
Arkansas
– -$898K -28,751 Closed
VFM
88
Vivid Financial Management
California
– -$666K -21,642 Closed
VWM
89
Vigilare Wealth Management
Arizona
– -$506K -16,719 Closed
OIA
90
OneDigital Investment Advisors
Kansas
– -$431K -13,798 Closed
PCS
91
Personal CFO Solutions
New Jersey
– -$296K -9,494 Closed
MBT
92
Montecito Bank & Trust
California
– -$207K -6,643 Closed
BAM
93
Belpointe Asset Management
Nevada
– -$114K -3,660 Closed
ATC
94
Adirondack Trust Company
New York
– -$87K -2,922 Closed
CHAM
95
Clear Harbor Asset Management
Connecticut
– -$18.7K -600 Closed
IWP
96
IAG Wealth Partners
Wisconsin
– -$17K -533 Closed
CFD
97
Creative Financial Designs
Indiana
– -$2K -75 Closed
Fidelity Investments
98
Fidelity Investments
Massachusetts
– -$2K -54 Closed
Citigroup
99
Citigroup
New York
– +$58 +2 New
EI
100
Ellevest Inc
New York
– +$58 +2 New
1 2 3
4

XSOE Hedge Fund Activity: Q1 2020 in Review

86 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q1 2020, worth a combined $578M — up 22% from $475M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new XSOE positions and 13 closed out — a net gain of 20 holders — while 29 added to existing stakes and 17 trimmed.

The largest buyer was Clal Insurance, adding an estimated $62.1M. The largest seller was Envestnet Asset Management, cutting an estimated $9.07M.

  • 86 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q1 2020, up from 68 in Q4 2019.
  • Funds reported $578M of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q1 2020, up 22% quarter-over-quarter.
  • 33 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q1 2020 and 13 closed out, a net change of +20 holders.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q1 2020 was Clal Insurance, an estimated $62.1M added.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q1 2020 was Envestnet Asset Management, an estimated $9.07M sold.

Based on aggregated 13F filings for Q1 2020.