We are live on ! Find out more
XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

242 hedge funds and large institutions have $1.27B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

10% more capital invested

Capital invested by funds: $1.16B → $1.27B (+$111M)

4.57% more ownership

Funds ownership: 57.63% → 62.19% (+4.6%)

4% more funds holding

Funds holding: 233 → 242 (+9)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

42% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 114

Holders
242
Holders Change
+9
Holders Change %
+3.86%
% of All Funds
3.53%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
41
Increased
66
Reduced
114
Closed
29
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$16K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$96.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$5.42M
3
BRWA
B. Riley Wealth Advisors
Florida
+$2.45M
4
FTUS
Flow Traders U.S.
New York
+$2.4M
5
AI
Atria Investments
North Carolina
+$2.01M

Top Sellers

1
LPL Financial
LPL Financial
California
-$17.4M
2
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$15.1M
3
VPP
Vertex Planning Partners
Illinois
-$6.96M
4
Ameriprise
Ameriprise
Minnesota
-$6.58M
5
OMC
Old Mission Capital
Illinois
-$6.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
76
Yoder Wealth Management
California
$2.09M -$760K -27,915 -28%
BFG
77
Beacon Financial Group
Texas
$2.01M +$1.89M +69,477 New
GSEP
78
Golden State Equity Partners
California
$1.99M +$140K +5,150 +8%
WMR
79
Wealth Management Resources
Rhode Island
$1.98M +$249K +9,147 +15%
PA
80
Procyon Advisors
Connecticut
$1.9M -$243K -8,927 -12%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$1.89M -$667K -24,520 -27%
EH
82
Equitable Holdings
New York
$1.84M -$163K -5,984 -9%
ACMA
83
Arbor Capital Management (Alaska)
Alaska
$1.79M +$33.6K +1,235 +2%
LWL
84
Leo Wealth LLC
Texas
$1.72M +$1.59M +58,486 New
PPWP
85
Premier Path Wealth Partners
New Jersey
$1.71M +$1.58M +58,173 New
KIA
86
KLR Investment Advisors
Rhode Island
$1.59M -$165K -6,057 -10%
IA
87
Insight Advisors
Pennsylvania
$1.58M -$475K -17,463 -24%
C1AG
88
Client 1st Advisory Group
Florida
$1.53M -$261K -9,603 -15%
SAM
89
Smartleaf Asset Management
Massachusetts
$1.49M +$1.41M +51,846 New
MA
90
Mutual Advisors
Nebraska
$1.48M +$1.4M +51,292 New
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$1.46M +$626K +23,005 +83%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$1.43M +$375K +13,762 +39%
SFS
93
Sowell Financial Services
Arkansas
$1.39M -$92K -3,382 -7%
AAS
94
Avantax Advisory Services
Texas
$1.38M +$138K +5,077 +12%
MTWSIF
95
Mivtachim The Workers Social Insurance Fund
Israel
$1.36M – – –
TF
96
Tompkins Financial
New York
$1.35M -$1M -36,805 -44%
EMAM
97
Encompass More Asset Management
California
$1.32M +$1.25M +45,781 New
KOC
98
Koss-Olinger Consulting
Florida
$1.3M +$272 +10 +0%
Bank of Nova Scotia
99
Bank of Nova Scotia
Ontario, Canada
$1.28M -$19.5K -715 -2%
KAS
100
Kestra Advisory Services
Texas
$1.26M -$2.37M -87,107 -67%
2 3
4
5 6

XSOE Hedge Fund Activity: Q4 2023 in Review

242 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q4 2023, worth a combined $1.27B — up 9.6% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new XSOE positions and 29 closed out — a net gain of 12 holders — while 66 added to existing stakes and 114 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $96.3M. The largest seller was LPL Financial, cutting an estimated $17.4M.

  • 242 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q4 2023, up from 233 in Q3 2023.
  • Funds reported $1.27B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q4 2023, up 9.6% quarter-over-quarter.
  • 41 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q4 2023 and 29 closed out, a net change of +12 holders.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q4 2023 was Morgan Stanley, an estimated $96.3M added.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q4 2023 was LPL Financial, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2023.