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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

228 hedge funds and large institutions have $1.13B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 103 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 235228 (-7)

6.19% less ownership

Funds ownership: 64.6%58.4% (-6.2%)

12% less capital invested

Capital invested by funds: $1.28B → $1.13B (-$155M)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

28% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 103

Holders
228
Holders Change
-7
Holders Change %
-2.98%
% of All Funds
3.29%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
20
Increased
74
Reduced
103
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
101
Financial Advocates Investment Management
Washington
$781K -$262K -8,718 -25%
PSCM
102
Per Stirling Capital Management
Texas
$774K +$173K +5,768 +30%
JSW
103
Journey Strategic Wealth
New Jersey
$747K -$16.5K -549 -2%
FA
104
FSA Advisors
Michigan
$737K
RFG
105
REAP Financial Group
Texas
$731K -$140K -4,681 -16%
SA
106
Skyline Advisors
Washington
$698K -$8.67K -289 -1%
RW
107
REDW Wealth
New Mexico
$693K -$5.07K -169 -0.7%
TPWA
108
Twin Peaks Wealth Advisors
California
$666K -$11K -367 -2%
MPW
109
Melone Private Wealth
Michigan
$662K -$9.78K -326 -1%
AC
110
Avestar Capital
New York
$652K +$638K +21,272 New
AFS
111
AFG Fiduciary Services
Massachusetts
$622K -$199K -6,619 -25%
WP
112
WealthShield Partners
North Carolina
$585K -$713K -23,769 -55%
GEA
113
Glen Eagle Advisors
New Jersey
$580K -$93.2K -3,107 -14%
EIP
114
Ellis Investment Partners
Pennsylvania
$552K +$24.1K +804 +5%
RA
115
RFG Advisory
Alabama
$551K +$75K +2,499 +16%
MCM
116
Mengis Capital Management
Oregon
$543K -$17.6K -588 -3%
GWM
117
Geneos Wealth Management
Colorado
$510K -$1.62K -54 -0.3%
WB
118
Webster Bank
Connecticut
$501K -$13.1K -435 -3%
BCP
119
Blackhawk Capital Partners
Wisconsin
$497K -$9.9K -330 -2%
MA
120
Mutual Advisors
Nebraska
$490K -$99.7K -3,323 -17%
HI
121
Harbour Investments
Wisconsin
$488K +$36.5K +1,218 +8%
BFA
122
Beaumont Financial Advisors
Massachusetts
$479K
Comerica Bank
123
Comerica Bank
Texas
$479K +$36.5K +1,215 +8%
MML Investors Services
124
MML Investors Services
Massachusetts
$477K -$35.5K -1,183 -7%
NS
125
NBC Securities
Alabama
$476K +$45.5K +1,517 +11%