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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

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

989% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 9

279% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 28

84% more capital invested

Capital invested by funds: $1.27B → $2.34B (+$1.07B)

62% more funds holding in top 10

Funds holding in top 10: 2134 (+13)

54% more funds holding

Funds holding: 160246 (+86)

0.34% more ownership

Funds ownership: 68.08%68.42% (+0.34%)

Holders
246
Holders Change
+86
Holders Change %
+53.75%
% of All Funds
4.35%
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
Name Holding Trade Value Shares
Change
Change in
Stake
APC
126
Aspire Private Capital
North Carolina
$1.23M +$1.14M +30,917 New
IWC
127
Integrated Wealth Concepts
Massachusetts
$1.13M +$142K +3,873 +16%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$1.13M -$9.18M -249,610 -90%
MCM
129
MAI Capital Management
Ohio
$1.12M +$1.04M +28,280 New
ECM
130
Exchange Capital Management
Michigan
$1.12M +$199K +5,420 +24%
BTWM
131
Baker Tilly Wealth Management
Wisconsin
$1.05M +$969K +26,365 New
CW
132
CreativeOne Wealth
Kansas
$1.04M +$968K +26,316 New
ECA
133
Elevated Capital Advisors
Utah
$967K -$67.2K -1,829 -7%
HAC
134
Harbor Advisory Corp
New Hampshire
$964K +$894K +24,311 New
FHA
135
Flagship Harbor Advisors
Massachusetts
$940K +$871K +23,701 New
OWA
136
One Wealth Advisors
California
$923K +$855K +23,266 New
KM
137
Kalos Management
Georgia
$897K -$272K -7,410 -27%
AssetMark Inc
138
AssetMark Inc
California
$890K +$823K +22,383 +49,740%
CCM
139
Condor Capital Management
New Jersey
$880K +$583K +15,869 +251%
SI
140
Stephens Inc
Arkansas
$835K -$102K -2,774 -12%
SWA
141
Sightline Wealth Advisors
Connecticut
$831K +$770K +20,951 New
GWM
142
Geneos Wealth Management
Colorado
$819K +$379K +10,318 +104%
MIAN
143
Mariner Independent Advisor Network
Kansas
$808K +$749K +20,370 New
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$805K +$35.2K +958 +5%
VWA
145
Visionary Wealth Advisors
Illinois
$782K +$53.7K +1,461 +8%
LA
146
LexAurum Advisors
Kansas
$759K +$338K +9,200 +93%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$742K
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$727K +$674K +18,325 New
FTS
149
Fifth Third Securities
Ohio
$695K +$643K +17,498 New
EH
150
Equitable Holdings
New York
$684K +$211K +5,736 +50%