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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

228 hedge funds and large institutions have $1.13B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 103 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 235228 (-7)

6.19% less ownership

Funds ownership: 64.6%58.4% (-6.2%)

12% less capital invested

Capital invested by funds: $1.28B → $1.13B (-$155M)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

28% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 103

Holders
228
Holders Change
-7
Holders Change %
-2.98%
% of All Funds
3.29%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
20
Increased
74
Reduced
103
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
76
Equitable Holdings
New York
$1.48M -$250K -8,319 -15%
MTWSIF
77
Mivtachim The Workers Social Insurance Fund
Israel
$1.45M
KOC
78
Koss-Olinger Consulting
Florida
$1.44M +$1.41M +46,987 New
MBT
79
Montecito Bank & Trust
California
$1.42M -$6K -200 -0.4%
C1AG
80
Client 1st Advisory Group
Florida
$1.4M -$51.9K -1,730 -4%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$1.38M -$113K -3,755 -8%
DWM
82
Drive Wealth Management
Utah
$1.38M +$101K +3,373 +8%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$1.31M -$338K -11,281 -21%
KAS
84
Kestra Advisory Services
Texas
$1.28M -$25.7K -857 -2%
BFM
85
Boston Financial Management
Massachusetts
$1.24M -$428K -14,281 -26%
AC
86
Addison Capital
Pennsylvania
$1.18M +$821K +27,368 +247%
EWA
87
EverSource Wealth Advisors
Alabama
$1.13M +$135K +4,510 +14%
MMM
88
Mendel Money Management
Illinois
$1.07M +$38.5K +1,282 +4%
ECM
89
Exchange Capital Management
Michigan
$1.06M +$31.1K +1,036 +3%
CCM
90
Condor Capital Management
New Jersey
$966K +$34.6K +1,153 +4%
AFG
91
Atomi Financial Group
New York
$940K -$545K -18,183 -37%
GCP
92
GSA Capital Partners
United Kingdom
$908K +$889K +29,634 New
MOS
93
MGO One Seven
Ohio
$899K -$5.05M -168,445 -85%
MCM
94
MAI Capital Management
Ohio
$878K -$3.87K -129 -0.4%
IWM
95
IHT Wealth Management
Illinois
$874K -$64.9K -2,163 -7%
HighTower Advisors
96
HighTower Advisors
Illinois
$856K -$61.6K -2,055 -7%
SA
97
SFI Advisors
New Jersey
$848K -$35K -1,166 -4%
MFA
98
Mayflower Financial Advisors
Massachusetts
$811K -$42.2K -1,407 -5%
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$805K +$8.31K +277 +1%
IWC
100
Integrated Wealth Concepts
Massachusetts
$794K -$6.33M -210,948 -89%