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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

246 hedge funds and large institutions have $2.34B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 106 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

989% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 9

279% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 28

84% more capital invested

Capital invested by funds: $1.27B → $2.34B (+$1.07B)

62% more funds holding in top 10

Funds holding in top 10: 2134 (+13)

54% more funds holding

Funds holding: 160246 (+86)

0.34% more ownership

Funds ownership: 68.08%68.42% (+0.34%)

Holders
246
Holders Change
+86
Holders Change %
+53.75%
% of All Funds
4.35%
Holding in Top 10
34
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+61.9%
% of All Funds
0.6%
New
98
Increased
106
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
101
Sheets Smith Wealth Management
North Carolina
$2.75M +$2.17M +59,104 +574%
BCM
102
Beaumont Capital Management
Massachusetts
$2.75M +$2.55M +69,272 New
BEC
103
Blue Edge Capital
Virginia
$2.66M +$2.47M +67,129 New
CP
104
Corbenic Partners
Pennsylvania
$2.58M +$4.74K +129 +0.2%
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$2.31M +$188K +5,114 +10%
CC
106
Copperleaf Capital
North Carolina
$2.24M +$2.08M +56,566 New
CF
107
Centaurus Financial
California
$2.2M +$777K +21,134 +62%
IA
108
Insight Advisors
Pennsylvania
$2.07M +$1.92M +52,284 New
RA
109
RFG Advisory
Alabama
$1.93M +$131K +3,571 +8%
SWA
110
Stratos Wealth Advisors
Ohio
$1.89M +$967K +26,312 +123%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$1.88M +$618K +16,795 +55%
PFPT
112
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.88M +$1.74M +47,295 New
BAM
113
Belpointe Asset Management
Nevada
$1.86M +$534K +14,517 +45%
DP
114
Denver PWM
Colorado
$1.77M +$518K +14,083 +47%
SFS
115
Sowell Financial Services
Arkansas
$1.74M +$890K +24,204 +124%
FWP
116
Firethorn Wealth Partners
Georgia
$1.67M +$1.55M +42,111 New
FCA
117
FLC Capital Advisors
California
$1.64M +$265K +7,198 +21%
OWA
118
Outlook Wealth Advisors
Texas
$1.62M +$1.5M +40,801 New
Truist Financial
119
Truist Financial
North Carolina
$1.59M +$367K +9,995 +33%
ATC
120
Argent Trust Co
Tennessee
$1.51M
AI
121
Atria Investments
North Carolina
$1.48M +$1.37M +37,209 New
SIA
122
SkyView Investment Advisors
New Jersey
$1.43M +$1.33M +36,154 New
PA
123
Procyon Advisors
Connecticut
$1.42M +$20.3K +552 +2%
MA
124
Mutual Advisors
Nebraska
$1.41M +$636K +17,303 +95%
IWM
125
IHT Wealth Management
Illinois
$1.28M -$250K -6,799 -20%