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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

230 hedge funds and large institutions have $1.4B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

24% more capital invested

Capital invested by funds: $1.13B → $1.4B (+$271M)

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

6.56% more ownership

Funds ownership: 58.4%64.96% (+6.6%)

10% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 83

1% more funds holding

Funds holding: 228230 (+2)

Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.3%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
21
Increased
91
Reduced
83
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
101
Mayflower Financial Advisors
Massachusetts
$863K -$10.8K -349 -1%
HighTower Advisors
102
HighTower Advisors
Illinois
$861K -$61K -1,964 -7%
MML Investors Services
103
MML Investors Services
Massachusetts
$860K +$325K +10,476 +67%
IWC
104
Integrated Wealth Concepts
Massachusetts
$847K -$8.86K -285 -1%
SFC
105
Strategic Financial Concepts
Texas
$834K -$22.5M -723,858 -97%
MOS
106
MGO One Seven
Ohio
$831K -$130K -4,188 -14%
OPWM
107
Oxinas Partners Wealth Management
Indiana
$820K +$301K +9,672 +64%
SA
108
Skyline Advisors
Washington
$764K +$10.1K +325 +1%
AC
109
Avestar Capital
New York
$704K +$1.18K +38 +0.2%
TPWA
110
Twin Peaks Wealth Advisors
California
$702K -$14.7K -473 -2%
MPW
111
Melone Private Wealth
Michigan
$688K -$23.9K -770 -4%
GEA
112
Glen Eagle Advisors
New Jersey
$686K +$57.1K +1,837 +10%
PWM
113
Perigon Wealth Management
California
$681K +$640K +20,608 New
FA
114
FSA Advisors
Michigan
$679K -$87.6K -2,821 -11%
NEWAS
115
N.E.W. Advisory Services
Wisconsin
$665K +$213K +6,843 +52%
EIP
116
Ellis Investment Partners
Pennsylvania
$644K +$46.1K +1,483 +8%
RW
117
REDW Wealth
New Mexico
$633K -$108K -3,479 -15%
FFC
118
First Financial Corp
Indiana
$598K +$84.2K +2,709 +18%
WP
119
WealthShield Partners
North Carolina
$580K -$48.3K -1,553 -8%
RA
120
RFG Advisory
Alabama
$563K -$29.5K -950 -5%
MCM
121
Mengis Capital Management
Oregon
$558K -$25.4K -816 -5%
HI
122
Harbour Investments
Wisconsin
$555K +$27.2K +877 +6%
WB
123
Webster Bank
Connecticut
$540K
WWM
124
Western Wealth Management
Colorado
$539K +$174K +5,606 +52%
GWM
125
Geneos Wealth Management
Colorado
$538K -$10.9K -352 -2%