We are live on ! Find out more
XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

248 hedge funds and large institutions have $1.28B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 95 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 84

3% more capital invested

Capital invested by funds: $1.24B → $1.28B (+$42.9M)

1% more funds holding

Funds holding: 246248 (+2)

0.23% less ownership

Funds ownership: 59.26%59.03% (-0.23%)

Holders
248
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
32
Increased
95
Reduced
84
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
126
IAG Wealth Partners
Wisconsin
$776K -$261K -9,287 -25%
AFS
127
AFG Fiduciary Services
Massachusetts
$774K -$24.1K -858 -3%
BFA
128
Beaumont Financial Advisors
Massachusetts
$774K +$298K +10,609 +62%
MFG
129
Merit Financial Group
Georgia
$737K -$208K -7,403 -22%
CCM
130
Condor Capital Management
New Jersey
$729K +$51.3K +1,826 +8%
TB
131
Treynor Bancshares
Iowa
$725K +$24.3K +866 +3%
MLA
132
My Legacy Advisors
Oregon
$725K +$60.3K +2,147 +9%
HAC
133
Harbor Advisory Corp
New Hampshire
$717K
GSEP
134
Golden State Equity Partners
California
$714K +$721K +25,682 New
ECM
135
Exchange Capital Management
Michigan
$704K +$24.5K +874 +4%
CW
136
CreativeOne Wealth
Kansas
$693K -$32K -1,141 -4%
TF
137
Tompkins Financial
New York
$689K -$17.3M -615,851 -96%
PWM
138
Perigon Wealth Management
California
$655K +$76.6K +2,730 +13%
MCM
139
Mengis Capital Management
Oregon
$602K -$5.17K -184 -0.8%
MMM
140
Mendel Money Management
Illinois
$596K +$50.8K +1,808 +9%
WB
141
Webster Bank
Connecticut
$591K
AWMNH
142
Arcadia Wealth Management (New Hampshire)
New Hampshire
$571K +$330K +11,754 +134%
BCP
143
Blackhawk Capital Partners
Wisconsin
$570K +$574K +20,457 New
AWM
144
Aprio Wealth Management
Georgia
$563K -$1.74M -61,895 -75%
SCA
145
Snowden Capital Advisors
New York
$542K +$547K +19,477 New
HA
146
Herold Advisors
New York
$533K -$225K -8,000 -29%
T
147
TRUADVICE
Florida
$523K +$17.4K +620 +3%
AWS
148
Atria Wealth Solutions
New York
$520K +$48K +1,710 +10%
NFP
149
NorthLanding Financial Partners
New York
$515K -$89.2K -3,176 -15%
AWE
150
Avidian Wealth Enterprises
Texas
$513K -$7.77M -276,625 -94%