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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

327 hedge funds and large institutions have $2.54B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 95 increasing their positions, 132 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 40

7% more funds holding

Funds holding: 307327 (+20)

4% more funds holding in top 10

Funds holding in top 10: 2829 (+1)

2.19% more ownership

Funds ownership: 63.82%66.02% (+2.2%)

7% less capital invested

Capital invested by funds: $2.72B → $2.54B (-$187M)

28% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 132

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $1.01M

Holders
327
Holders Change
+20
Holders Change %
+6.51%
% of All Funds
5.03%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.45%
New
66
Increased
95
Reduced
132
Closed
40
Calls
$2K
Puts
$1.01M
Net Calls
-$1M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
101
Woodmont Investment Counsel
Tennessee
$3.35M -$37.4K -995 -1%
SWP
102
Stratos Wealth Partners
Ohio
$3.27M -$2.12M -56,359 -39%
CAN
103
Cetera Advisor Networks
California
$3.25M +$27.9K +742 +0.8%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$3.15M +$209K +5,568 +7%
AWM
105
Aprio Wealth Management
Georgia
$3.12M +$1.8M +47,795 +129%
MIAN
106
Mariner Independent Advisor Network
Kansas
$3.12M +$3.17M +84,293 New
CA
107
Cetera Advisors
Colorado
$3.04M +$478K +12,730 +18%
CIS
108
Connors Investor Services
Pennsylvania
$2.9M +$373K +9,920 +14%
JCA
109
January Capital Advisors
California
$2.89M +$2.94M +78,331 New
CFD
110
Creative Financial Designs
Indiana
$2.86M +$442K +11,764 +18%
FCA
111
FLC Capital Advisors
California
$2.85M +$1.05M +27,924 +57%
IA
112
IFP Advisors
Florida
$2.79M +$1.76M +46,775 +164%
FF
113
Financial Futures
New Jersey
$2.73M +$2.78M +74,065 New
KAS
114
Kestra Advisory Services
Texas
$2.71M -$3.6M -95,855 -57%
MA
115
Mutual Advisors
Nebraska
$2.71M -$641K -17,044 -19%
FA
116
FDx Advisors
Illinois
$2.7M +$2.75M +73,279 New
ACMA
117
Arbor Capital Management (Alaska)
Alaska
$2.46M +$2.51M +66,667 New
CC
118
Copperleaf Capital
North Carolina
$2.42M +$259K +6,893 +12%
IA
119
Insight Advisors
Pennsylvania
$2.4M +$82.6K +2,198 +3%
MTWSIF
120
Mivtachim The Workers Social Insurance Fund
Israel
$2.26M -$864K -23,000 -27%
BFA
121
Beaumont Financial Advisors
Massachusetts
$2.21M -$209K -5,570 -8%
AF
122
Advisornet Financial
Minnesota
$2.15M -$277K -7,358 -11%
OL
123
Optas LLC
Texas
$2.15M -$213K -5,670 -9%
DP
124
Denver PWM
Colorado
$2.08M +$194K +5,170 +10%
BEC
125
Blue Edge Capital
Virginia
$2.05M -$2.04M -54,279 -49%