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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

248 hedge funds and large institutions have $1.28B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 95 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 84

3% more capital invested

Capital invested by funds: $1.24B → $1.28B (+$42.9M)

1% more funds holding

Funds holding: 246248 (+2)

0.23% less ownership

Funds ownership: 59.26%59.03% (-0.23%)

Holders
248
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
32
Increased
95
Reduced
84
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
76
Fortress Wealth Management
California
$2.44M +$472K +16,807 +24%
C
77
CEDRUS
Colorado
$2.42M +$73.8K +2,630 +3%
SB
78
Strategic Blueprint
Georgia
$2.3M +$89K +3,169 +4%
PFA
79
Professional Financial Advisors
Nebraska
$2.04M +$1.07M +38,091 +156%
HWP
80
Highline Wealth Partners
California
$2.02M +$1.13M +40,373 +126%
MFA
81
Mayflower Financial Advisors
Massachusetts
$2.01M -$251K -8,930 -11%
MML Investors Services
82
MML Investors Services
Massachusetts
$1.88M +$872K +31,073 +85%
KAS
83
Kestra Advisory Services
Texas
$1.87M +$119K +4,237 +7%
GEA
84
Glen Eagle Advisors
New Jersey
$1.86M +$1.21M +42,975 +180%
OCFG
85
O'Connor Financial Group
Illinois
$1.73M +$1.75M +62,257 New
AFG
86
Atomi Financial Group
New York
$1.72M +$1.74M +61,878 New
ACMA
87
Arbor Capital Management (Alaska)
Alaska
$1.71M +$39K +1,388 +2%
KIA
88
KLR Investment Advisors
Rhode Island
$1.71M +$67.8K +2,416 +4%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$1.65M -$4.92M -175,371 -75%
LB
90
Leo Brokerage
Texas
$1.65M +$1.66M +59,199 New
Bank of Nova Scotia
91
Bank of Nova Scotia
Ontario, Canada
$1.57M -$67.5K -2,405 -4%
BCM
92
Beaumont Capital Management
Massachusetts
$1.56M +$1.57M +56,062 New
Mariner
93
Mariner
Kansas
$1.48M -$217K -7,726 -13%
IA
94
Insight Advisors
Pennsylvania
$1.44M +$202K +7,209 +16%
HGWM
95
Harvest Group Wealth Management
Massachusetts
$1.44M +$500K +17,816 +53%
GWM
96
Geneos Wealth Management
Colorado
$1.44M +$903K +32,158 +166%
MA
97
Mutual Advisors
Nebraska
$1.41M +$1.08M +38,421 +314%
GIA
98
Gladstone Institutional Advisory
Florida
$1.34M -$101K -3,607 -7%
C
99
Certuity
Florida
$1.34M +$23.1K +823 +2%
SPIA
100
Steward Partners Investment Advisory
New York
$1.33M +$681K +24,239 +103%