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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
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Overview Fund Activity

246 hedge funds and large institutions have $2.34B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 106 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+86
Holders Change %
+53.75%
% of All Funds
4.36%
Holding in Top 10
34
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+61.9%
% of All Funds
0.6%
New
98
Increased
106
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$251M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$183M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$62.7M
4
PVH
4
Psagot Value Holdings
Israel
$57.3M
5
Bank of America
5
Bank of America
North Carolina
$133M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.68M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.13M
3
OMC
3
Old Mission Capital
Illinois
$0
4
MTWSIF
4
Mivtachim The Workers Social Insurance Fund
Israel
$4.24M
5
SL
5
Systelligence LLC
Minnesota
$3.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
126
Aspire Private Capital
North Carolina
$1.23M +$1.23M +30,917 New
IWC
127
Integrated Wealth Concepts
Massachusetts
$1.13M +$154K +3,873 +16%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$1.13M -$9.91M -249,610 -90%
MCM
129
MAI Capital Management
Ohio
$1.12M +$1.12M +28,280 New
ECM
130
Exchange Capital Management
Michigan
$1.12M +$215K +5,420 +24%
BTWM
131
Baker Tilly Wealth Management
Wisconsin
$1.05M +$1.05M +26,365 New
CW
132
CreativeOne Wealth
Kansas
$1.04M +$1.04M +26,316 New
ECA
133
Elevated Capital Advisors
Utah
$967K -$72.6K -1,829 -7%
HAC
134
Harbor Advisory Corp
New Hampshire
$964K +$964K +24,311 New
FHA
135
Flagship Harbor Advisors
Massachusetts
$940K +$940K +23,701 New
OWA
136
One Wealth Advisors
California
$923K +$923K +23,266 New
KM
137
Kalos Management
Georgia
$897K -$328K -7,410 -27%
AssetMark Inc
138
AssetMark Inc
California
$890K +$888K +22,383 +49,740%
CCM
139
Condor Capital Management
New Jersey
$880K +$630K +15,869 +251%
SI
140
Stephens Inc
Arkansas
$835K -$110K -2,774 -12%
SWA
141
Sightline Wealth Advisors
Connecticut
$831K +$831K +20,951 New
GWM
142
Geneos Wealth Management
Colorado
$819K +$417K +10,318 +104%
MIAN
143
Mariner Independent Advisor Network
Kansas
$808K +$808K +20,370 New
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$805K +$39.8K +958 +5%
VWA
145
Visionary Wealth Advisors
Illinois
$782K +$58K +1,461 +8%
LA
146
LexAurum Advisors
Kansas
$759K +$365K +9,200 +93%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$742K – – –
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$727K +$727K +18,325 New
FTS
149
Fifth Third Securities
Ohio
$695K +$695K +17,498 New
EH
150
Equitable Holdings
New York
$684K +$228K +5,736 +50%
4 5
6
7 8