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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

160 hedge funds and large institutions have $1.27B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,267% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 3

89% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 36

41% more capital invested

Capital invested by funds: $900M → $1.27B (+$370M)

31% more funds holding

Funds holding: 122160 (+38)

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

0.74% more ownership

Funds ownership: 67.34%68.08% (+0.74%)

Holders
160
Holders Change
+38
Holders Change %
+31.15%
% of All Funds
3.23%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.42%
New
41
Increased
68
Reduced
36
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
76
Rowland Carmichael Advisors
Arizona
$1.97M +$69.1K +2,081 +4%
FAIM
77
Financial Advocates Investment Management
Washington
$1.94M -$29.8K -897 -2%
Stifel Financial
78
Stifel Financial
Missouri
$1.86M +$1.35M +40,497 +275%
PFGIA
79
Patriot Financial Group Insurance Agency
Massachusetts
$1.78M -$10.8K -325 -0.6%
RA
80
RFG Advisory
Alabama
$1.42M +$430K +12,949 +44%
PAG
81
Private Advisor Group
New Jersey
$1.33M +$1.05M +31,715 +411%
ATC
82
Argent Trust Co
Tennessee
$1.29M
FCA
83
FLC Capital Advisors
California
$1.21M +$1.14M +34,183 New
PA
84
Procyon Advisors
Connecticut
$1.18M -$113K -3,391 -9%
CF
85
Centaurus Financial
California
$1.15M +$1.14M +34,262 New
IWM
86
IHT Wealth Management
Illinois
$1.14M +$122K +3,659 +12%
BAM
87
Belpointe Asset Management
Nevada
$1.09M -$47.2K -1,422 -4%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$1.03M +$1.02M +30,689 New
DP
89
Denver PWM
Colorado
$1.02M +$58.1K +1,750 +6%
Truist Financial
90
Truist Financial
North Carolina
$1.01M +$144K +4,341 +17%
KM
91
Kalos Management
Georgia
$1M -$41K -1,235 -4%
ECA
92
Elevated Capital Advisors
Utah
$949K +$870K +26,195 New
CAS
93
Cascadia Advisory Services
Oregon
$938K -$420K -12,635 -31%
IWC
94
Integrated Wealth Concepts
Massachusetts
$832K +$215K +6,476 +36%
PAS
95
Partnervest Advisory Services
California
$817K +$23.4K +705 +3%
SI
96
Stephens Inc
Arkansas
$802K +$792K +23,828 New
AAS
97
Avantax Advisory Services
Texas
$773K +$536K +16,133 +235%
ECM
98
Exchange Capital Management
Michigan
$766K +$175K +5,255 +30%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$742K
RFN
100
RDA Financial Network
Iowa
$718K -$233 -7 -0%