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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

230 hedge funds and large institutions have $1.4B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

24% more capital invested

Capital invested by funds: $1.13B → $1.4B (+$271M)

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

6.56% more ownership

Funds ownership: 58.4%64.96% (+6.6%)

10% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 83

1% more funds holding

Funds holding: 228230 (+2)

Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.3%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
21
Increased
91
Reduced
83
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
76
Drive Wealth Management
Utah
$1.62M +$131K +4,227 +9%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$1.62M -$113K -3,644 -7%
EH
78
Equitable Holdings
New York
$1.61M +$13.3K +427 +0.9%
KOC
79
Koss-Olinger Consulting
Florida
$1.61M +$56.6K +1,823 +4%
MTWSIF
80
Mivtachim The Workers Social Insurance Fund
Israel
$1.56M
MBT
81
Montecito Bank & Trust
California
$1.52M -$13.5K -434 -0.9%
ES
82
ETF Store
Kansas
$1.5M -$210K -6,765 -13%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$1.47M +$53.4K +1,718 +4%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$1.43M -$53.3K -1,714 -4%
AC
85
Addison Capital
Pennsylvania
$1.37M +$98.2K +3,159 +8%
KAS
86
Kestra Advisory Services
Texas
$1.37M -$5.16K -166 -0.4%
C1AG
87
Client 1st Advisory Group
Florida
$1.32M -$180K -5,788 -13%
Legacy Financial Group (Iowa)
88
Legacy Financial Group (Iowa)
Iowa
$1.32M -$8.22M -264,671 -87%
ECM
89
Exchange Capital Management
Michigan
$1.28M +$126K +4,052 +12%
EWA
90
EverSource Wealth Advisors
Alabama
$1.24M +$36.7K +1,180 +3%
JSW
91
Journey Strategic Wealth
New Jersey
$1.15M +$328K +10,557 +43%
BWP
92
Baldwin Wealth Partners
Massachusetts
$1.12M +$1.05M +33,880 New
CCM
93
Condor Capital Management
New Jersey
$1.08M +$32.2K +1,035 +3%
BFM
94
Boston Financial Management
Massachusetts
$1.06M -$265K -8,544 -21%
MCM
95
MAI Capital Management
Ohio
$1M +$51.4K +1,653 +6%
BI
96
Beckerman Institutional
New Jersey
$976K +$918K +29,545 New
IWM
97
IHT Wealth Management
Illinois
$954K +$9.13K +294 +1%
PSCM
98
Per Stirling Capital Management
Texas
$926K +$85.4K +2,748 +11%
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$886K +$16.3K +526 +2%
SA
100
SFI Advisors
New Jersey
$881K -$31.2K -1,004 -4%