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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

248 hedge funds and large institutions have $1.28B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 95 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 84

3% more capital invested

Capital invested by funds: $1.24B → $1.28B (+$42.9M)

1% more funds holding

Funds holding: 246248 (+2)

0.23% less ownership

Funds ownership: 59.26%59.03% (-0.23%)

Holders
248
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
32
Increased
95
Reduced
84
Closed
23
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
$1.31M -$393K -14,000 -23%
AWA
102
Amplius Wealth Advisors
Pennsylvania
$1.26M -$93.3K -3,322 -7%
CWS
103
Cypress Wealth Services
California
$1.26M +$1.27M +45,175 New
EH
104
Equitable Holdings
New York
$1.25M +$218K +7,758 +21%
XF
105
XML Financial
Maryland
$1.23M +$64.3K +2,291 +5%
AI
106
Atria Investments
North Carolina
$1.2M +$1.21M +42,981 New
KOC
107
Koss-Olinger Consulting
Florida
$1.16M +$25.5K +910 +2%
IF
108
Integrity Financial
Wyoming
$1.15M +$412K +14,674 +55%
MCM
109
MAI Capital Management
Ohio
$1.13M -$70.7K -2,518 -6%
CPIG
110
Chicago Partners Investment Group
Illinois
$1.08M +$18.7K +666 +2%
AAS
111
Avantax Advisory Services
Texas
$1.05M +$3.57K +127 +0.3%
KSWA
112
Kathleen S. Wright Associates
Pennsylvania
$1.05M -$52.6K -1,873 -5%
SA
113
SFI Advisors
New Jersey
$1.02M -$721K -25,664 -41%
Corient Private Wealth
114
Corient Private Wealth
Florida
$1.01M -$299K -10,660 -23%
RW
115
REDW Wealth
New Mexico
$998K +$274K +9,756 +37%
GCP
116
GSA Capital Partners
United Kingdom
$974K +$983K +34,995 New
OMC
117
Old Mission Capital
Illinois
$946K -$45.9M -1,634,202 -98%
DP
118
Denver PWM
Colorado
$945K +$9.18K +327 +1%
IWM
119
IHT Wealth Management
Illinois
$943K +$182K +6,488 +24%
WMR
120
Wealth Management Resources
Rhode Island
$891K +$84.4K +3,005 +10%
USCWA
121
U.S. Capital Wealth Advisors
Texas
$856K +$233K +8,304 +37%
MBT
122
Montecito Bank & Trust
California
$842K -$28K -999 -3%
DWM
123
Drive Wealth Management
Utah
$830K +$357K +12,705 +74%
YDMI
124
Y.D. More Investments
Israel
$780K +$563K +20,070 +253%
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$779K +$33.1K +1,179 +4%