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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
XSOE
122 hedge funds and large institutions have $900M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
257% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 14
167% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 18
70% more funds holding in top 10
Funds holding in top 10: 10 → 17 (+7)
56% more capital invested
Capital invested by funds: $578M → $900M (+$322M)
42% more funds holding
Funds holding: 86 → 122 (+36)
3.74% less ownership
Funds ownership: 71.08% → 67.34% (-3.7%)
Holders
122
Holders Change
+36
Holders Change %
+41.86%
% of All Funds
2.5%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.35%
New
50
Increased
48
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$19.4M |
| 2 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
+$11.9M |
| 3 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$10.6M |
| 4 |
Jane Street
New York
|
+$10.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$9.99M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SSWM
126
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| – | -$1.38M | -56,388 | Closed |
|
|
MFG
127
Merit Financial Group
Alpharetta,
Georgia
| – | -$544K | -22,291 | Closed |
|
|
SF
128
Synovus Financial
Columbus,
Georgia
| – | -$467K | -19,176 | Closed |
|
129
Northern Trust
Chicago,
Illinois
| – | -$393K | -16,100 | Closed |
|
|
AW
130
ACG Wealth
Atlanta,
Georgia
| – | -$344K | -14,086 | Closed |
|
|
JFGLC
131
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| – | -$224K | -9,185 | Closed |
|
|
BCI
132
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$208K | -8,521 | Closed |
|
|
GSWM
133
Golden State Wealth Management
Santa Ana,
California
| – | -$26K | -1,074 | Closed |
|
|
NFG
134
Next Financial Group
Houston,
Texas
| – | -$18K | -745 | Closed |
|
|
CFN
135
Cordasco Financial Network
Naples,
Florida
| – | -$3K | -120 | Closed |
|
|
ASN
136
Advisory Services Network
Atlanta,
Georgia
| – | -$2K | -101 | Closed |
|