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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

305 hedge funds and large institutions have $3.27B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2021 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 144 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 12

148% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 58

40% more capital invested

Capital invested by funds: $2.34B → $3.27B (+$937M)

24% more funds holding

Funds holding: 246305 (+59)

15% more funds holding in top 10

Funds holding in top 10: 3439 (+5)

0.41% more ownership

Funds ownership: 68.42%68.83% (+0.41%)

Holders
305
Holders Change
+59
Holders Change %
+23.98%
% of All Funds
5.36%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.68%
New
75
Increased
144
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
76
Compass Ion Advisors
Pennsylvania
$8.19M +$393K +9,313 +5%
HGWM
77
Horst & Graben Wealth Management
Oregon
$8.12M +$89.5K +2,119 +1%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$8.1M -$919K -21,745 -10%
VWM
79
Venturi Wealth Management
Texas
$8.08M +$8.39M +198,592 New
HFS
80
Howard Financial Services
Texas
$7.98M +$489K +11,585 +6%
CCA
81
Clearwater Capital Advisors
Illinois
$7.67M +$7.97M +188,592 New
CWP
82
Concord Wealth Partners
Virginia
$7.55M +$7.75M +183,563 +9,034%
EC
83
Estate Counselors
Wisconsin
$7.52M
SWP
84
ShoreHaven Wealth Partners
New Jersey
$6.77M +$195K +4,627 +3%
MWM
85
MBE Wealth Management
Wisconsin
$6.56M +$90.6K +2,144 +1%
QFA
86
Quattro Financial Advisors
Texas
$6.31M +$2.61M +61,692 +67%
PAG
87
Private Advisor Group
New Jersey
$5.67M +$912K +21,601 +18%
APW
88
Austin Private Wealth
Texas
$5.67M -$927K -21,956 -14%
PWA
89
Physician Wealth Advisors
Utah
$5.56M +$480K +11,353 +9%
SA
90
Stewardship Advisors
Pennsylvania
$5.53M +$670K +15,865 +13%
MML Investors Services
91
MML Investors Services
Massachusetts
$5.35M -$663K -15,694 -11%
FFN
92
Focus Financial Network
Minnesota
$5.32M -$307K -7,263 -5%
ONB
93
Old National Bancorp
Indiana
$5.08M +$1.02M +24,207 +24%
LFPWM
94
Leicht Financial Planning & Wealth Management
New Jersey
$4.96M +$285K +6,749 +6%
SWP
95
Stratos Wealth Partners
Ohio
$4.9M +$1.27M +30,077 +33%
KAS
96
Kestra Advisory Services
Texas
$4.86M +$1.59M +37,736 +46%
SFBLI
97
Southern Farm Bureau Life Insurance
Mississippi
$4.85M +$5.04M +119,200 New
MCG
98
MACRO Consulting Group
New Jersey
$4.64M -$182K -4,314 -4%
BEC
99
Blue Edge Capital
Virginia
$4.42M +$1.75M +41,421 +62%
SRSA
100
S.R. Schill & Associates
Washington
$4.39M +$37.5K +888 +0.8%