XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

Overview Fund Activity

317 hedge funds and large institutions have $2.17B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 144 increasing their positions, 100 reducing their positions, and 44 closing their positions.

Holders
317
Holders Change
-10
Holders Change %
-3.06%
% of All Funds
5.02%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.33%
New
40
Increased
144
Reduced
100
Closed
44
Calls
–
Puts
$2M
Net Calls
-$2M
Net Calls Change
-$996K

Top Buyers

1
Jane Street
1
Jane Street
New York
$145M
2
Citadel Advisors
2
Citadel Advisors
Florida
$34.1M
3
OMC
3
Old Mission Capital
Illinois
$62.1M
4
WIM
4
WealthPlan Investment Management
Nebraska
$12.9M
5
Wells Fargo
5
Wells Fargo
California
$39.7M

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$160M
3
LPL Financial
3
LPL Financial
California
$80.2M
4
BPWM
4
Badgley Phelps Wealth Managers
Washington
$0
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$5.74M 181,298 +105,983 +141%
AWE
77
Avidian Wealth Enterprises
Texas
$5.64M 172,580 +37,585 +28%
APW
78
Austin Private Wealth
Texas
$5.63M 172,473 +67,277 +64%
FA
79
Fermata Advisors
California
$5.37M 164,512 -9,513 -5%
HIP
80
HUB Investment Partners
Texas
$5M 152,947 -8,098 -5%
T
81
TCWP
Ohio
$4.69M 143,466 +30,788 +27%
OWA
82
One Wealth Advisors
California
$4.61M 141,232 +45,594 +48%
JPMPWA
83
J.P. Morgan Private Wealth Advisors
California
$4.61M 141,083 +12,336 +10%
PAG
84
Private Advisor Group
New Jersey
$4.6M 140,839 -5,436 -4%
BCM
85
Beaumont Capital Management
Massachusetts
$4.58M 140,043 -116,762 -45%
PWA
86
Physician Wealth Advisors
Utah
$4.48M 144,971 +39,311 +37%
CAMV
87
Concord Asset Management (Virginia)
Virginia
$4.17M 127,646 +2,951 +2%
FAIM
88
Financial Advocates Investment Management
Washington
$4.16M 127,458 +3,949 +3%
DADC
89
D.A. Davidson & Co
Montana
$4.14M 126,659 +12,657 +11%
CAN
90
Claraphi Advisory Network
United States
$4.05M 124,003 +124,003 New
KAS
91
Kestra Advisory Services
Texas
$4.03M 123,407 +49,806 +68%
RWM
92
Refined Wealth Management
Utah
$3.77M 115,565 +115,565 New
ES
93
ETF Store
Kansas
$3.73M 125,015 +2,647 +2%
Mariner
94
Mariner
Kansas
$3.69M 112,976 +17,152 +18%
PFP
95
Pinnacle Financial Partners
Tennessee
$3.58M 109,708 +1,728 +2%
MLA
96
My Legacy Advisors
Oregon
$3.49M 106,719 +106,719 New
SWP
97
Stratos Wealth Partners
Ohio
$3.46M 105,863 +16,990 +19%
FFN
98
Focus Financial Network
Minnesota
$3.44M 105,257 +105,257 New
CFD
99
Creative Financial Designs
Indiana
$3.24M 99,278 +21,588 +28%
OL
100
Optas LLC
Texas
$3.19M 97,634 +39,279 +67%
2 3
4
5 6