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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

242 hedge funds and large institutions have $1.28B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 88

0% more capital invested

Capital invested by funds: $1.28B → $1.28B (+$5.07M)

1.05% less ownership

Funds ownership: 59.03%57.99% (-1%)

2% less funds holding

Funds holding: 248242 (-6)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
242
Holders Change
-6
Holders Change %
-2.42%
% of All Funds
3.8%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
22
Increased
104
Reduced
88
Closed
27
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
101
Old Mission Capital
Illinois
$1.44M +$490K +17,682 +52%
GIA
102
Gladstone Institutional Advisory
Florida
$1.44M +$89.4K +3,230 +7%
AI
103
Atria Investments
North Carolina
$1.4M +$193K +6,981 +16%
WMR
104
Wealth Management Resources
Rhode Island
$1.38M +$479K +17,296 +54%
MML Investors Services
105
MML Investors Services
Massachusetts
$1.37M -$509K -18,368 -27%
CPIG
106
Chicago Partners Investment Group
Illinois
$1.35M +$208K +7,524 +19%
MTWSIF
107
Mivtachim The Workers Social Insurance Fund
Israel
$1.32M
SPIA
108
Steward Partners Investment Advisory
New York
$1.32M -$21K -757 -2%
C
109
Certuity
Florida
$1.31M -$25.7K -929 -2%
AFG
110
Atomi Financial Group
New York
$1.27M -$452K -16,331 -26%
KOC
111
Koss-Olinger Consulting
Florida
$1.24M +$72.4K +2,616 +6%
MCM
112
MAI Capital Management
Ohio
$1.2M +$62.4K +2,255 +6%
AAS
113
Avantax Advisory Services
Texas
$1.17M +$113K +4,079 +11%
FAIM
114
Financial Advocates Investment Management
Washington
$1.16M -$2.21M -79,932 -66%
KSWA
115
Kathleen S. Wright Associates
Pennsylvania
$1.01M -$40.2K -1,453 -4%
RW
116
REDW Wealth
New Mexico
$1M
SA
117
SFI Advisors
New Jersey
$987K -$40K -1,446 -4%
SWA
118
Sightline Wealth Advisors
Connecticut
$962K +$957K +34,540 New
DWM
119
Drive Wealth Management
Utah
$953K +$118K +4,274 +14%
DP
120
Denver PWM
Colorado
$925K -$36.3K -1,311 -4%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$906K +$898K +32,418 New
USCWA
122
U.S. Capital Wealth Advisors
Texas
$889K +$28.5K +1,028 +3%
MA
123
Mutual Advisors
Nebraska
$865K -$546K -19,716 -39%
MBT
124
Montecito Bank & Trust
California
$861K +$15.3K +553 +2%
MLA
125
My Legacy Advisors
Oregon
$823K +$53.8K +1,942 +7%

XSOE Hedge Fund Activity: Q2 2023 in Review

242 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q2 2023, worth a combined $1.28B — up 0.4% from $1.28B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of XSOE and 22 opened new positions — a net loss of 5 holders — while 88 trimmed existing stakes and 104 added.

The largest buyer was UBS Group, adding an estimated $18.4M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $57.4M sold.

  • 242 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q2 2023, down from 248 in Q1 2023.
  • Funds reported $1.28B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q2 2023, up 0.4% quarter-over-quarter.
  • 22 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q2 2023 and 27 closed out, a net change of -5 holders.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q2 2023 was UBS Group, an estimated $18.4M added.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q2 2023 was Migdal Insurance & Financial Holdings, an estimated $57.4M sold.

Based on aggregated 13F filings for Q2 2023.