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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

160 hedge funds and large institutions have $1.27B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,267% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 3

89% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 36

41% more capital invested

Capital invested by funds: $900M → $1.27B (+$370M)

31% more funds holding

Funds holding: 122160 (+38)

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

0.74% more ownership

Funds ownership: 67.34%68.08% (+0.74%)

Holders
160
Holders Change
+38
Holders Change %
+31.15%
% of All Funds
3.23%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.42%
New
41
Increased
68
Reduced
36
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
Stratos Wealth Advisors
Ohio
$718K +$225K +6,775 +47%
SFS
102
Sowell Financial Services
Arkansas
$659K -$80.8K -2,431 -11%
Prudential Financial
103
Prudential Financial
New Jersey
$640K
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$630K +$145K +4,372 +31%
AWM
105
AE Wealth Management
Kansas
$625K -$2.19M -65,985 -78%
MA
106
Mutual Advisors
Nebraska
$614K +$167K +5,037 +38%
VWA
107
Visionary Wealth Advisors
Illinois
$614K +$606K +18,243 New
SS
108
Simplicity Solutions
Minnesota
$550K -$2.13M -64,087 -80%
FWM
109
Frontier Wealth Management
Missouri
$534K -$51.4K -1,548 -9%
CFG
110
Capstone Financial Group
Oklahoma
$476K -$8.54K -257 -2%
HCIA
111
Hochman Cole Investment Advisors
Illinois
$473K -$6.64K -200 -1%
XF
112
XML Financial
Maryland
$446K +$65.2K +1,964 +17%
DAS
113
Dynamic Advisor Solutions
Arizona
$442K +$47.6K +1,433 +12%
MBT
114
Montecito Bank & Trust
California
$441K
AC
115
Avestar Capital
New York
$411K +$390K +11,742 New
GRP
116
Global Retirement Partners
California
$391K +$386K +11,617 New
MMM
117
Mendel Money Management
Illinois
$389K +$43.7K +1,314 +13%
EH
118
Equitable Holdings
New York
$387K +$41.5K +1,248 +12%
22CM
119
20/20 Capital Management
California
$375K -$80.4K -2,420 -18%
TCA
120
Transcend Capital Advisors
New Jersey
$366K +$2.82K +85 +0.8%
ACS
121
Archford Capital Strategies
Illinois
$347K -$34K -1,023 -9%
SSWM
122
Sheets Smith Wealth Management
North Carolina
$347K +$342K +10,291 New
FIM
123
Fernwood Investment Management
Massachusetts
$338K +$334K +10,051 New
LA
124
LexAurum Advisors
Kansas
$335K +$330K +9,941 New
CAG
125
Csenge Advisory Group
Florida
$330K +$35.8K +1,079 +13%