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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
CTFG
151
Capstone Triton Financial Group
Oklahoma
$677K +$627K +17,062 New
XF
152
XML Financial
Maryland
$632K +$98.2K +2,671 +20%
MBT
153
Montecito Bank & Trust
California
$626K +$98.6K +2,682 +20%
DAS
154
Dynamic Advisor Solutions
Arizona
$607K +$79.9K +2,174 +17%
CAG
155
Csenge Advisory Group
Florida
$588K +$189K +5,153 +53%
FWM
156
Frontier Wealth Management
Missouri
$584K -$41.3K -1,122 -7%
TCA
157
Transcend Capital Advisors
New Jersey
$575K +$133K +3,623 +33%
MMM
158
Mendel Money Management
Illinois
$574K +$107K +2,917 +25%
CWMU
159
Caliber Wealth Management (Utah)
Utah
$570K +$528K +14,373 New
CA
160
Cetera Advisors
Colorado
$565K +$524K +14,250 New
HCIA
161
Hochman Cole Investment Advisors
Illinois
$559K +$1.25K +34 +0.2%
IWS
162
Insight Wealth Strategies
California
$543K +$282K +7,671 +127%
GSEP
163
Golden State Equity Partners
California
$539K +$500K +13,612 New
WB
164
Webster Bank
Connecticut
$538K +$143K +3,895 +40%
AAS
165
Avantax Advisory Services
Texas
$507K -$373K -10,144 -44%
GRP
166
Global Retirement Partners
California
$497K +$33.1K +900 +8%
WWM
167
Western Wealth Management
Colorado
$496K +$103K +2,808 +29%
BFA
168
Beacon Financial Advisory
Ohio
$495K +$219K +5,957 +91%
IFG
169
Investors Financial Group
Minnesota
$479K +$444K +12,086 New
AC
170
Avestar Capital
New York
$470K +$3.86K +105 +0.9%
GEA
171
Glen Eagle Advisors
New Jersey
$466K +$424K +11,544 +5,772%
PWS
172
Paragon Wealth Strategies
Florida
$457K +$423K +11,511 New
FIM
173
Fernwood Investment Management
Massachusetts
$456K +$52.9K +1,438 +14%
ACS
174
Archford Capital Strategies
Illinois
$427K -$6.4K -174 -2%
RFN
175
RDA Financial Network
Iowa
$422K -$392K -10,675 -50%