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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

248 hedge funds and large institutions have $1.14B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 94 increasing their positions, 96 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 53.97% → 54.06% (+0.09%)

2% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 96

7% less funds holding

Funds holding: 268 → 248 (-20)

16% less capital invested

Capital invested by funds: $1.36B → $1.14B (-$217M)

33% less funds holding in top 10

Funds holding in top 10: 15 → 10 (-5)

51% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 37

Holders
248
Holders Change
-20
Holders Change %
-7.46%
% of All Funds
4.27%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
18
Increased
94
Reduced
96
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$21.1M
2
AWA
Amplius Wealth Advisors
Pennsylvania
+$18M
3
PCA
Pallas Capital Advisors
Massachusetts
+$8.63M
4
VA
Valmark Advisers
Ohio
+$5.44M
5
Osaic Holdings
Osaic Holdings
Arizona
+$5.08M

Top Sellers

Rank Fund Capital Flow
1
CF
Cantor Fitzgerald
New York
-$12.5M
2
AF
Allworth Financial
California
-$12.2M
3
RWB
RMR Wealth Builders
New Jersey
-$7.71M
4
Citadel Advisors
Citadel Advisors
Florida
-$7.17M
5
RJA
Raymond James & Associates
Florida
-$6.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$2.54M -$1.45M -51,936 -33%
HCA
77
Heck Capital Advisors
Wisconsin
$2.34M -$2.66M -95,375 -50%
WIC
78
Woodmont Investment Counsel
Tennessee
$2.32M +$411K +14,720 +19%
RA
79
Rise Advisors
New York
$2.26M +$93.4K +3,345 +4%
SB
80
Strategic Blueprint
Georgia
$2.24M -$1.5M -53,636 -37%
HGWM
81
Horst & Graben Wealth Management
Oregon
$2.16M -$80.2K -2,873 -3%
Jane Street
82
Jane Street
New York
$2.15M +$2.44M +87,454 New
FCA
83
FLC Capital Advisors
California
$2.07M -$412K -14,745 -15%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$1.92M -$1.08M -38,644 -33%
MIAN
85
Mariner Independent Advisor Network
Kansas
$1.88M +$148K +5,285 +7%
C
86
CEDRUS
Colorado
$1.86M +$290K +10,404 +16%
CIS
87
Connors Investor Services
Pennsylvania
$1.86M -$240K -8,611 -10%
IA
88
Insight Advisors
Pennsylvania
$1.74M -$2.48K -89 -0.1%
SWP
89
Stratos Wealth Partners
Ohio
$1.72M -$853K -30,547 -30%
Bank of Nova Scotia
90
Bank of Nova Scotia
Ontario, Canada
$1.61M +$415K +14,852 +29%
GIA
91
Gladstone Institutional Advisory
Florida
$1.56M +$245K +8,787 +16%
ACMA
92
Arbor Capital Management (Alaska)
Alaska
$1.53M +$185K +6,639 +13%
FWM
93
Fortress Wealth Management
California
$1.52M +$440K +15,770 +34%
MTWSIF
94
Mivtachim The Workers Social Insurance Fund
Israel
$1.51M – – –
CAN
95
Claraphi Advisory Network
United States
$1.46M -$964K -34,541 -37%
WP
96
WMS Partners
Maryland
$1.45M -$2.59M -92,621 -61%
BP
97
Ballentine Partners
Massachusetts
$1.44M -$690K -24,725 -30%
AWM
98
Aprio Wealth Management
Georgia
$1.42M -$5.96M -213,640 -79%
SA
99
SFI Advisors
New Jersey
$1.38M -$54.5K -1,954 -3%
DP
100
Denver PWM
Colorado
$1.29M -$107K -3,844 -7%
2 3
4
5 6

XSOE Hedge Fund Activity: Q3 2022 in Review

248 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q3 2022, worth a combined $1.14B — down 16% from $1.36B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of XSOE and 18 opened new positions — a net loss of 19 holders — while 96 trimmed existing stakes and 94 added.

The largest buyer was Old Mission Capital, adding an estimated $21.1M. The largest seller was Cantor Fitzgerald, exiting entirely with an estimated $12.5M sold.

  • 248 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q3 2022, down from 268 in Q2 2022.
  • Funds reported $1.14B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q3 2022, down 16% quarter-over-quarter.
  • 18 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q3 2022 and 37 closed out, a net change of -19 holders.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q3 2022 was Old Mission Capital, an estimated $21.1M added.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q3 2022 was Cantor Fitzgerald, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2022.