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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

160 hedge funds and large institutions have $1.27B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,267% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 3

89% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 36

41% more capital invested

Capital invested by funds: $900M → $1.27B (+$370M)

31% more funds holding

Funds holding: 122160 (+38)

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

0.74% more ownership

Funds ownership: 67.34%68.08% (+0.74%)

Holders
160
Holders Change
+38
Holders Change %
+31.15%
% of All Funds
3.23%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.42%
New
41
Increased
68
Reduced
36
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
126
Western Wealth Management
Colorado
$327K +$322K +9,706 New
GWM
127
Geneos Wealth Management
Colorado
$326K -$30.5K -918 -8%
WB
128
Webster Bank
Connecticut
$326K +$35.4K +1,065 +12%
KFGK
129
Keystone Financial Group (Kentucky)
Kentucky
$318K
WPC
130
White Pine Capital
Minnesota
$296K +$27.1K +817 +10%
CFD
131
Creative Financial Designs
Indiana
$258K +$246K +7,407 +2,951%
GG
132
Gofen & Glossberg
Illinois
$227K -$38.2K -1,150 -15%
BFA
133
Beacon Financial Advisory
Ohio
$219K +$217K +6,528 New
CCM
134
Condor Capital Management
New Jersey
$213K +$210K +6,313 New
SBIA
135
Sheaff Brock Investment Advisors
Indiana
$212K -$23.3K -700 -10%
HNB
136
Huntington National Bank
Ohio
$207K
NP
137
NorthRock Partners
Minnesota
$204K +$201K +6,062 New
IWS
138
Insight Wealth Strategies
California
$203K +$200K +6,027 New
IA
139
IFP Advisors
Florida
$181K +$134K +4,031 +295%
CWM
140
Cedar Wealth Management
California
$177K +$664 +20 +0.4%
CFGS
141
Concourse Financial Group Securities
Alabama
$93K
GSWM
142
Golden State Wealth Management
California
$70K +$69.5K +2,091 New
TFGT
143
TS Financial Group (TSFG)
Illinois
$65K +$50.8K +1,528 +394%
GC
144
Grace Capital
Massachusetts
$62K
Deutsche Bank
145
Deutsche Bank
Germany
$58K +$56.8K +1,710 New
NFG
146
Next Financial Group
Texas
$52K +$52K +1,565 New
CHAM
147
Clear Harbor Asset Management
Connecticut
$27.8K +$27.4K +825 New
PO
148
Private Ocean
California
$24K +$100 +3 +0.4%
LWM
149
Liberty Wealth Management
California
$24K +$24K +723 New
APA
150
American Portfolios Advisors
New York
$23.3K +$23K +691 New