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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

233 hedge funds and large institutions have $1.16B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 85 increasing their positions, 101 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $56K | Put options by funds: $37K

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.36% less ownership

Funds ownership: 57.99%57.63% (-0.36%)

4% less funds holding

Funds holding: 242233 (-9)

10% less capital invested

Capital invested by funds: $1.28B → $1.16B (-$124M)

16% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 101

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
3.7%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
12
Increased
85
Reduced
101
Closed
19
Calls
$56K
Puts
$37K
Net Calls
+$19K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
TF
76
Tompkins Financial
New York
$2.23M +$1.58M +56,201 +206%
ES
77
ETF Store
Kansas
$2.14M +$79.2K +2,818 +4%
IWP
78
Invenio Wealth Partners
Florida
$2.08M +$2.2M +78,127 New
C
79
CEDRUS
Colorado
$2.07M -$39.3K -1,399 -2%
AFG
80
Atomi Financial Group
New York
$2.06M +$887K +31,565 +69%
OCFG
81
O'Connor Financial Group
Illinois
$2.05M +$238K +8,474 +12%
PA
82
Procyon Advisors
Connecticut
$1.99M -$1.55M -55,274 -43%
IA
83
Insight Advisors
Pennsylvania
$1.92M +$107K +3,803 +6%
SB
84
Strategic Blueprint
Georgia
$1.9M +$51.1K +1,817 +3%
GEA
85
Glen Eagle Advisors
New Jersey
$1.87M -$15.2K -542 -0.8%
EH
86
Equitable Holdings
New York
$1.86M +$47.1K +1,677 +2%
Prudential Financial
87
Prudential Financial
New Jersey
$1.8M -$739K -26,284 -28%
AI
88
Atria Investments
North Carolina
$1.79M +$486K +17,302 +35%
KIA
89
KLR Investment Advisors
Rhode Island
$1.71M -$48.5K -1,724 -3%
GSEP
90
Golden State Equity Partners
California
$1.69M +$1.47M +52,445 +472%
C1AG
91
Client 1st Advisory Group
Florida
$1.67M -$758K -26,967 -30%
ACMA
92
Arbor Capital Management (Alaska)
Alaska
$1.61M +$10.8K +385 +0.6%
WMR
93
Wealth Management Resources
Rhode Island
$1.59M +$288K +10,232 +21%
GWM
94
Geneos Wealth Management
Colorado
$1.54M +$25.1K +893 +2%
CWS
95
Cypress Wealth Services
California
$1.54M -$494K -17,582 -23%
Mariner
96
Mariner
Kansas
$1.51M +$10K +356 +0.6%
AFS
97
AFG Fiduciary Services
Massachusetts
$1.49M -$47.2K -1,681 -3%
SFS
98
Sowell Financial Services
Arkansas
$1.37M -$20.2K -717 -1%
MCM
99
MAI Capital Management
Ohio
$1.26M +$125K +4,459 +10%
MTWSIF
100
Mivtachim The Workers Social Insurance Fund
Israel
$1.26M