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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

229 hedge funds and large institutions have $975M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

0% less funds holding

Funds holding: 230229 (-1)

6.24% less ownership

Funds ownership: 64.96%58.72% (-6.2%)

19% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 93

30% less capital invested

Capital invested by funds: $1.4B → $975M (-$423M)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
229
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.02%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
26
Increased
75
Reduced
93
Closed
20
Calls
$55K
Puts
Net Calls
+$55K
Net Calls Change
+$55K
Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Group (Iowa)
101
Legacy Financial Group (Iowa)
Iowa
$785K -$456K -14,251 -36%
SA
102
SFI Advisors
New Jersey
$780K -$35.2K -1,100 -4%
SFC
103
Strategic Financial Concepts
Texas
$772K +$3.01K +94 +0.4%
BFM
104
Boston Financial Management
Massachusetts
$761K -$226K -7,069 -22%
MFA
105
Mayflower Financial Advisors
Massachusetts
$758K -$39.6K -1,236 -5%
HighTower Advisors
106
HighTower Advisors
Illinois
$736K -$58K -1,811 -7%
FA
107
FSA Advisors
Michigan
$723K +$48.9K +1,527 +7%
GEA
108
Glen Eagle Advisors
New Jersey
$717K +$88.1K +2,751 +13%
ES
109
ETF Store
Kansas
$716K -$705K -22,010 -48%
NEWAS
110
N.E.W. Advisory Services
Wisconsin
$706K +$97.4K +3,041 +15%
C
111
Croban
Ohio
$704K +$740K +23,094 New
PWM
112
Perigon Wealth Management
California
$689K +$67.9K +2,120 +10%
FFC
113
First Financial Corp
Indiana
$649K +$102K +3,195 +18%
MPW
114
Melone Private Wealth
Michigan
$632K -$3.36K -105 -0.5%
RW
115
REDW Wealth
New Mexico
$584K
TPWA
116
Twin Peaks Wealth Advisors
California
$574K -$77.4K -2,416 -11%
EIP
117
Ellis Investment Partners
Pennsylvania
$565K -$30.4K -949 -5%
FFS
118
Fischer Financial Services
Pennsylvania
$518K +$544K +16,982 New
WP
119
WealthShield Partners
North Carolina
$516K -$21K -655 -4%
HI
120
Harbour Investments
Wisconsin
$510K -$2.92K -91 -0.5%
MML Investors Services
121
MML Investors Services
Massachusetts
$509K -$299K -9,335 -36%
MCM
122
Mengis Capital Management
Oregon
$506K -$9.26K -289 -2%
WB
123
Webster Bank
Connecticut
$498K
GWM
124
Geneos Wealth Management
Colorado
$494K -$2.95K -92 -0.6%
BCP
125
Blackhawk Capital Partners
Wisconsin
$488K +$833 +26 +0.2%