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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

229 hedge funds and large institutions have $975M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

0% less funds holding

Funds holding: 230229 (-1)

6.24% less ownership

Funds ownership: 64.96%58.72% (-6.2%)

19% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 93

30% less capital invested

Capital invested by funds: $1.4B → $975M (-$423M)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
229
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.02%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
26
Increased
75
Reduced
93
Closed
20
Calls
$55K
Puts
Net Calls
+$55K
Net Calls Change
+$55K
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
76
Journey Strategic Wealth
New Jersey
$1.5M +$455K +14,209 +41%
EH
77
Equitable Holdings
New York
$1.47M -$24.5K -766 -2%
XF
78
XML Financial
Maryland
$1.45M -$85.6K -2,674 -5%
MTWSIF
79
Mivtachim The Workers Social Insurance Fund
Israel
$1.44M
AC
80
Addison Capital
Pennsylvania
$1.43M +$168K +5,242 +13%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$1.4M -$99.9K -3,118 -6%
MBT
82
Montecito Bank & Trust
California
$1.35M -$52.4K -1,637 -4%
ECM
83
Exchange Capital Management
Michigan
$1.29M +$121K +3,773 +10%
EWA
84
EverSource Wealth Advisors
Alabama
$1.27M +$129K +4,024 +11%
KAS
85
Kestra Advisory Services
Texas
$1.23M -$41.3K -1,288 -3%
C1AG
86
Client 1st Advisory Group
Florida
$1.16M -$62.7K -1,959 -5%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$1.11M -$217K -6,766 -16%
PSCM
88
Per Stirling Capital Management
Texas
$1.06M +$216K +6,736 +24%
CCM
89
Condor Capital Management
New Jersey
$1.03M +$41.8K +1,305 +4%
MCM
90
MAI Capital Management
Ohio
$994K +$73.2K +2,284 +8%
SA
91
Stewardship Advisors
Pennsylvania
$992K -$4.3M -134,193 -80%
IWC
92
Integrated Wealth Concepts
Massachusetts
$947K +$174K +5,417 +21%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$938K -$440K -13,737 -31%
GSF
94
Grove Street Fiduciary
New Hampshire
$934K +$981K +30,636 New
SA
95
Skyline Advisors
Washington
$916K +$222K +6,940 +30%
BI
96
Beckerman Institutional
New Jersey
$895K -$5.32K -166 -0.6%
OPWM
97
Oxinas Partners Wealth Management
Indiana
$882K +$133K +4,139 +17%
IWM
98
IHT Wealth Management
Illinois
$874K -$7.5K -234 -0.8%
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$854K +$38K +1,187 +4%
AC
100
Avestar Capital
New York
$790K +$147K +4,588 +22%