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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

122 hedge funds and large institutions have $900M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 14

167% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 18

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

56% more capital invested

Capital invested by funds: $578M → $900M (+$322M)

42% more funds holding

Funds holding: 86122 (+36)

3.74% less ownership

Funds ownership: 71.08%67.34% (-3.7%)

Holders
122
Holders Change
+36
Holders Change %
+41.86%
% of All Funds
2.5%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.35%
New
50
Increased
48
Reduced
18
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$768K -$84.6K -3,093 -11%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$742K
PAS
78
Partnervest Advisory Services
California
$704K +$116K +4,237 +22%
SFS
79
Sowell Financial Services
Arkansas
$658K +$602K +22,016 New
RFN
80
RDA Financial Network
Iowa
$638K +$583K +21,323 New
Prudential Financial
81
Prudential Financial
New Jersey
$568K
IWC
82
Integrated Wealth Concepts
Massachusetts
$546K +$172K +6,296 +53%
ECM
83
Exchange Capital Management
Michigan
$524K +$479K +17,507 New
FWM
84
Frontier Wealth Management
Missouri
$520K -$675K -24,702 -59%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$458K +$41.1K +1,505 +12%
22CM
86
20/20 Capital Management
California
$451K +$371K +13,566 New
CFG
87
Capstone Financial Group
Oklahoma
$449K -$243K -8,890 -39%
Stifel Financial
88
Stifel Financial
Missouri
$440K -$5.82M -212,853 -94%
SWA
89
Stratos Wealth Advisors
Ohio
$435K +$398K +14,551 New
HCIA
90
Hochman Cole Investment Advisors
Illinois
$426K -$2.32K -85 -0.6%
MA
91
Mutual Advisors
Nebraska
$395K +$361K +13,196 New
AWE
92
Avidian Wealth Enterprises
Texas
$392K +$358K +13,094 New
MBT
93
Montecito Bank & Trust
California
$392K +$358K +13,103 New
VA
94
Valmark Advisers
Ohio
$368K +$5.47K +200 +2%
DAS
95
Dynamic Advisor Solutions
Arizona
$349K +$77.8K +2,845 +32%
ACS
96
Archford Capital Strategies
Illinois
$339K +$310K +11,337 New
XF
97
XML Financial
Maryland
$338K +$309K +11,287 New
GWM
98
Geneos Wealth Management
Colorado
$324K -$31.1K -1,139 -9%
TCA
99
Transcend Capital Advisors
New Jersey
$322K +$295K +10,776 New
EH
100
Equitable Holdings
New York
$307K +$280K +10,255 New