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

242 hedge funds and large institutions have $1.27B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 114 reducing their positions, and 29 closing their positions.

Holders
242
Holders Change
+9
Holders Change %
+3.86%
% of All Funds
3.55%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
41
Increased
66
Reduced
114
Closed
29
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$16K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$235M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$16.9M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$6.97M
4
FTUS
4
Flow Traders U.S.
New York
$2.95M
5
AI
5
Atria Investments
North Carolina
$4.08M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$45.9M
2
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$948K
3
Ameriprise
3
Ameriprise
Minnesota
$9.18M
4
VPP
4
Vertex Planning Partners
Illinois
$0
5
OMC
5
Old Mission Capital
Illinois
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSW
126
Journey Strategic Wealth
New Jersey
$694K +$694K +24,044 New
SA
127
Skyline Advisors
Washington
$670K +$670K +23,185 New
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$650K +$214K +7,404 +49%
MML Investors Services
129
MML Investors Services
Massachusetts
$638K -$384K -13,302 -38%
WIC
130
Woodmont Investment Counsel
Tennessee
$567K -$3.3M -114,398 -85%
MCM
131
Mengis Capital Management
Oregon
$565K -$38K -1,316 -6%
Citadel Advisors
132
Citadel Advisors
Florida
$523K -$6.65M -230,431 -93%
PSCM
133
Per Stirling Capital Management
Texas
$523K +$84.4K +2,924 +19%
PWM
134
Perigon Wealth Management
California
$515K -$83.2K -2,881 -14%
GWM
135
Geneos Wealth Management
Colorado
$512K -$1.16M -40,134 -69%
BCP
136
Blackhawk Capital Partners
Wisconsin
$512K -$58K -2,008 -10%
Goldman Sachs
137
Goldman Sachs
New York
$512K +$512K +17,718 New
RJT
138
Raymond James Trust
Florida
$503K -$9.62K -333 -2%
HA
139
Herold Advisors
New York
$502K -$182K -6,298 -27%
EIP
140
Ellis Investment Partners
Pennsylvania
$489K -$28.6K -989 -6%
WB
141
Webster Bank
Connecticut
$486K -$49.5K -1,715 -9%
FA
142
FSA Advisors
Michigan
$478K +$478K +16,548 New
MWM
143
MBE Wealth Management
Wisconsin
$476K -$2.17K -75 -0.5%
CWM
144
Cabot Wealth Management
Massachusetts
$460K – – –
BFA
145
Beaumont Financial Advisors
Massachusetts
$452K -$44K -1,525 -9%
AWE
146
Avidian Wealth Enterprises
Texas
$439K -$92.4K -3,200 -17%
RA
147
RFG Advisory
Alabama
$407K -$65.7K -2,275 -14%
RWP
148
Revolve Wealth Partners
New Jersey
$393K -$82.9K -2,872 -17%
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$388K +$388K +13,434 New
FFC
150
First Financial Corp
Indiana
$386K +$40.1K +1,388 +12%
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6
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