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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

305 hedge funds and large institutions have $3.27B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2021 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 144 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 12

148% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 58

40% more capital invested

Capital invested by funds: $2.34B → $3.27B (+$937M)

24% more funds holding

Funds holding: 246305 (+59)

15% more funds holding in top 10

Funds holding in top 10: 3439 (+5)

0.41% more ownership

Funds ownership: 68.42%68.83% (+0.41%)

Holders
305
Holders Change
+59
Holders Change %
+23.98%
% of All Funds
5.36%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.68%
New
75
Increased
144
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MTWSIF
101
Mivtachim The Workers Social Insurance Fund
Israel
$4.35M
SPIA
102
Steward Partners Investment Advisory
New York
$4.3M +$1.11M +26,190 +33%
ACP
103
Aveo Capital Partners
Colorado
$4.1M +$4.26M +100,728 New
BP
104
Ballentine Partners
Massachusetts
$4M +$4.16M +98,397 New
TWA
105
Tillar-Wenstrup Advisors
Ohio
$3.83M +$3.98M +94,103 New
JMPWA
106
JP Morgan Private Wealth Advisors
California
$3.83M +$3.97M +93,992 New
PFPT
107
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.77M +$1.92M +45,351 +96%
T
108
TRUADVICE
Florida
$3.68M -$1.66M -39,382 -31%
CAG
109
Csenge Advisory Group
Florida
$3.68M +$3.18M +75,283 +508%
AF
110
Advisornet Financial
Minnesota
$3.6M -$74.3K -1,760 -2%
CWA
111
Clearview Wealth Advisors
Oregon
$3.59M -$455K -10,769 -11%
DADC
112
D.A. Davidson & Co
Montana
$3.57M +$334K +7,900 +10%
FAIM
113
Financial Advocates Investment Management
Washington
$3.5M +$488K +11,543 +16%
MCM
114
Monument Capital Management
Virginia
$3.47M -$1.67M -39,517 -32%
SPAS
115
Spectrum Planning & Advisory Services
California
$3.4M -$221K -5,232 -6%
IWM
116
IHT Wealth Management
Illinois
$3.16M +$2.15M +50,805 +189%
IWC
117
Integrated Wealth Concepts
Massachusetts
$3.14M +$2.05M +48,567 +170%
CWA
118
Centennial Wealth Advisory
Michigan
$3.06M +$159K +3,763 +5%
OWA
119
One Wealth Advisors
California
$2.99M +$2.12M +50,261 +216%
GM
120
GeoWealth Management
Illinois
$2.91M -$170K -4,021 -5%
SSWM
121
Sheets Smith Wealth Management
North Carolina
$2.91M +$86K +2,035 +3%
SL
122
Systelligence LLC
Minnesota
$2.74M -$1.17M -27,650 -29%
MIAN
123
Mariner Independent Advisor Network
Kansas
$2.6M +$1.84M +43,603 +214%
CIS
124
Connors Investor Services
Pennsylvania
$2.53M +$2.62M +62,101 New
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$2.45M +$533K +12,623 +27%