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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

327 hedge funds and large institutions have $2.54B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 95 increasing their positions, 132 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 40

7% more funds holding

Funds holding: 307327 (+20)

4% more funds holding in top 10

Funds holding in top 10: 2829 (+1)

2.19% more ownership

Funds ownership: 63.82%66.02% (+2.2%)

7% less capital invested

Capital invested by funds: $2.72B → $2.54B (-$187M)

28% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 132

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $1.01M

Holders
327
Holders Change
+20
Holders Change %
+6.51%
% of All Funds
5.03%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.45%
New
66
Increased
95
Reduced
132
Closed
40
Calls
$2K
Puts
$1.01M
Net Calls
-$1M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AE Wealth Management
Kansas
$6.74M -$7.64M -203,336 -53%
RA
77
Rise Advisors
New York
$6.73M +$6.86M +182,623 New
SPA
78
Shore Point Advisors
New Jersey
$6.57M +$6.7M +178,247 New
FA
79
Fermata Advisors
California
$6.41M -$943K -25,079 -13%
SFP
80
Sweet Financial Partners
Minnesota
$6.38M +$6.51M +173,121 New
GVAG
81
Great Valley Advisor Group
Delaware
$5.93M -$127K -3,372 -2%
HIP
82
HUB Investment Partners
Texas
$5.93M +$19.3K +513 +0.3%
PAG
83
Private Advisor Group
New Jersey
$5.39M -$2.13M -56,808 -28%
AWE
84
Avidian Wealth Enterprises
Texas
$4.97M +$941K +25,030 +23%
JMPWA
85
JP Morgan Private Wealth Advisors
California
$4.74M +$37.2K +990 +0.8%
SA
86
Stewardship Advisors
Pennsylvania
$4.66M +$315K +8,377 +7%
CAMV
87
Concord Asset Management (Virginia)
Virginia
$4.6M +$4.69M +124,695 New
FAIM
88
Financial Advocates Investment Management
Washington
$4.55M +$845K +22,474 +22%
ES
89
ETF Store
Kansas
$4.45M +$4.6M +122,368 New
CAG
90
Csenge Advisory Group
Florida
$4.32M -$134K -3,562 -3%
DADC
91
D.A. Davidson & Co
Montana
$4.2M +$137K +3,638 +3%
T
92
TCWP
Ohio
$4.15M +$4.23M +112,678 New
HCA
93
Heck Capital Advisors
Wisconsin
$4.03M -$115K -3,072 -3%
PFPT
94
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.98M +$287K +7,631 +8%
SPIA
95
Steward Partners Investment Advisory
New York
$3.95M -$138K -3,663 -3%
AC
96
Avestar Capital
New York
$3.88M +$145K +3,863 +4%
APW
97
Austin Private Wealth
Texas
$3.88M -$495K -13,176 -11%
PWA
98
Physician Wealth Advisors
Utah
$3.87M -$1.05M -27,835 -21%
Mariner
99
Mariner
Kansas
$3.53M +$3.6M +95,824 New
OWA
100
One Wealth Advisors
California
$3.52M +$132K +3,525 +4%