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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

235 hedge funds and large institutions have $1.28B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

2.4% more ownership

Funds ownership: 62.19%64.6% (+2.4%)

1% more capital invested

Capital invested by funds: $1.27B → $1.28B (+$10.9M)

3% less funds holding

Funds holding: 242235 (-7)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

22% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 100

Holders
235
Holders Change
-7
Holders Change %
-2.89%
% of All Funds
3.39%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
20
Increased
78
Reduced
100
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
76
Bank of New York Mellon
New York
$1.97M +$500K +17,545 +36%
YWM
77
Yoder Wealth Management
California
$1.95M -$176K -6,165 -9%
IA
78
Insight Advisors
Pennsylvania
$1.94M +$322K +11,285 +21%
LWL
79
Leo Wealth LLC
Texas
$1.81M +$78.4K +2,752 +5%
EH
80
Equitable Holdings
New York
$1.67M -$199K -6,978 -11%
BFM
81
Boston Financial Management
Massachusetts
$1.62M -$504K -17,690 -24%
AAS
82
Avantax Advisory Services
Texas
$1.6M +$184K +6,445 +13%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$1.59M +$1.21M +42,334 +361%
XF
84
XML Financial
Maryland
$1.56M -$4.03M -141,423 -73%
AFG
85
Atomi Financial Group
New York
$1.44M -$1.46M -51,298 -51%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$1.44M -$480K -16,838 -26%
Millennium Management
87
Millennium Management
New York
$1.43M +$1.39M +48,642 New
C1AG
88
Client 1st Advisory Group
Florida
$1.4M -$153K -5,360 -10%
MTWSIF
89
Mivtachim The Workers Social Insurance Fund
Israel
$1.39M
SFS
90
Sowell Financial Services
Arkansas
$1.38M -$33.7K -1,182 -2%
MBT
91
Montecito Bank & Trust
California
$1.38M +$137K +4,817 +12%
WP
92
WealthShield Partners
North Carolina
$1.26M -$7.82M -274,360 -86%
KAS
93
Kestra Advisory Services
Texas
$1.25M -$27.5K -964 -2%
Citadel Advisors
94
Citadel Advisors
Florida
$1.24M +$682K +23,939 +132%
DWM
95
Drive Wealth Management
Utah
$1.23M +$199K +6,992 +20%
Bank of Nova Scotia
96
Bank of Nova Scotia
Ontario, Canada
$1.18M -$113K -3,970 -9%
KIA
97
KLR Investment Advisors
Rhode Island
$1.11M -$465K -16,324 -30%
FAIM
98
Financial Advocates Investment Management
Washington
$1.01M +$89.3K +3,134 +10%
MMM
99
Mendel Money Management
Illinois
$991K +$118K +4,152 +14%
ECM
100
Exchange Capital Management
Michigan
$989K +$108K +3,807 +13%