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

233 hedge funds and large institutions have $1.16B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 85 increasing their positions, 101 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
3.71%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
12
Increased
85
Reduced
101
Closed
19
Calls
$56K
Puts
$37K
Net Calls
+$19K
Net Calls Change
+$16K

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$23.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$29.5M
3
FA
3
Fermata Advisors
California
$7.74M
4
MOS
4
MGO One Seven
Ohio
$4.81M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$122M
2
FTUS
2
Flow Traders U.S.
New York
$370K
3
Bank of America
3
Bank of America
North Carolina
$54.6M
4
SA
4
Stewardship Advisors
Pennsylvania
$3.11M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
126
Herold Advisors
New York
$631K -$8.67K -325 -1%
SFC
127
Strategic Financial Concepts
Texas
$596K +$250K +9,381 +72%
EWA
128
EverSource Wealth Advisors
Alabama
$595K +$267K +10,002 +81%
CPIG
129
Chicago Partners Investment Group
Illinois
$582K -$629K -24,378 -52%
Corient Private Wealth
130
Corient Private Wealth
Florida
$559K -$135K -5,064 -19%
MCM
131
Mengis Capital Management
Oregon
$557K -$29.2K -1,095 -5%
PWM
132
Perigon Wealth Management
California
$553K -$104K -3,887 -16%
NS
133
NBC Securities
Alabama
$545K +$545K +20,448 New
BCP
134
Blackhawk Capital Partners
Wisconsin
$526K -$3.41K -128 -0.6%
WB
135
Webster Bank
Connecticut
$495K -$101K -3,790 -17%
AWE
136
Avidian Wealth Enterprises
Texas
$491K -$1.33K -50 -0.3%
IWP
137
IAG Wealth Partners
Wisconsin
$485K -$26.6K -998 -5%
EIP
138
Ellis Investment Partners
Pennsylvania
$478K +$18.9K +710 +4%
RJT
139
Raymond James Trust
Florida
$473K – – –
AWS
140
Atria Wealth Solutions
New York
$470K +$21.9K +822 +5%
MFG
141
Merit Financial Group
Georgia
$468K -$73.3K -2,750 -14%
BFA
142
Beaumont Financial Advisors
Massachusetts
$458K -$286K -10,739 -38%
MWM
143
MBE Wealth Management
Wisconsin
$441K – – –
RWP
144
Revolve Wealth Partners
New Jersey
$439K -$16.1K -602 -4%
RA
145
RFG Advisory
Alabama
$437K +$293 +11 +0.1%
CWM
146
Cabot Wealth Management
Massachusetts
$425K +$3.12K +117 +0.7%
PSCM
147
Per Stirling Capital Management
Texas
$405K +$202K +7,567 +99%
Cetera Investment Advisers
148
Cetera Investment Advisers
Illinois
$403K +$70.3K +2,635 +21%
FTUS
149
Flow Traders U.S.
New York
$370K -$15.7M -590,284 -98%
Renaissance Technologies
150
Renaissance Technologies
New York
$360K +$360K +13,500 New
4 5
6
7 8