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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
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Overview Fund Activity

242 hedge funds and large institutions have $1.27B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 114 reducing their positions, and 29 closing their positions.

Holders
242
Holders Change
+9
Holders Change %
+3.86%
% of All Funds
3.55%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
41
Increased
66
Reduced
114
Closed
29
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$16K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$235M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$16.9M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$6.97M
4
FTUS
4
Flow Traders U.S.
New York
$2.95M
5
AI
5
Atria Investments
North Carolina
$4.08M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$45.9M
2
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$948K
3
Ameriprise
3
Ameriprise
Minnesota
$9.18M
4
VPP
4
Vertex Planning Partners
Illinois
$0
5
OMC
5
Old Mission Capital
Illinois
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBT
101
Montecito Bank & Trust
California
$1.21M +$323K +11,184 +36%
MFA
102
Mayflower Financial Advisors
Massachusetts
$1.12M -$21.5K -746 -2%
MCM
103
MAI Capital Management
Ohio
$1.03M -$338K -11,701 -25%
AFS
104
AFG Fiduciary Services
Massachusetts
$1.01M -$571K -20,166 -36%
IWM
105
IHT Wealth Management
Illinois
$1.01M +$196K +6,774 +24%
DWM
106
Drive Wealth Management
Utah
$999K +$94.2K +3,262 +10%
Cerity Partners
107
Cerity Partners
New York
$970K +$970K +33,589 New
RFG
108
REAP Financial Group
Texas
$962K +$962K +33,295 New
Legacy Financial Group (Iowa)
109
Legacy Financial Group (Iowa)
Iowa
$948K -$16M -555,297 -94%
FAIM
110
Financial Advocates Investment Management
Washington
$897K -$124K -4,304 -12%
ECM
111
Exchange Capital Management
Michigan
$860K +$48.1K +1,667 +6%
SA
112
SFI Advisors
New Jersey
$858K -$52.8K -1,827 -6%
MMM
113
Mendel Money Management
Illinois
$851K +$41.6K +1,442 +5%
CCM
114
Condor Capital Management
New Jersey
$847K +$56.1K +1,944 +7%
GEA
115
Glen Eagle Advisors
New Jersey
$834K -$1.19M -41,060 -59%
USCWA
116
U.S. Capital Wealth Advisors
Texas
$815K -$283K -9,806 -26%
RW
117
REDW Wealth
New Mexico
$754K -$282K -9,756 -27%
EWA
118
EverSource Wealth Advisors
Alabama
$748K +$104K +3,585 +16%
SB
119
Strategic Blueprint
Georgia
$744K -$1.32M -45,597 -64%
TB
120
Treynor Bancshares
Iowa
$732K +$1.96K +68 +0.3%
CA
121
CoreCap Advisors
Michigan
$726K -$17.8K -615 -2%
PFGIA
122
Patriot Financial Group Insurance Agency
Massachusetts
$721K -$36.7K -1,271 -5%
MPW
123
Melone Private Wealth
Michigan
$713K -$4.29M -148,411 -86%
C
124
Croban
Ohio
$704K +$704K +23,094 New
TPWA
125
Twin Peaks Wealth Advisors
California
$702K +$702K +24,293 New
3 4
5
6 7