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

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
Holders
246
Holders Change
+86
Holders Change %
+53.75%
% of All Funds
4.36%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$251M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$183M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$62.7M
4
PVH
4
Psagot Value Holdings
Israel
$57.3M
5
Bank of America
5
Bank of America
North Carolina
$133M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.68M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.13M
3
OMC
3
Old Mission Capital
Illinois
$0
4
MTWSIF
4
Mivtachim The Workers Social Insurance Fund
Israel
$4.24M
5
SL
5
Systelligence LLC
Minnesota
$3.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTFG
151
Capstone Triton Financial Group
Oklahoma
$677K +$677K +17,062 New
XF
152
XML Financial
Maryland
$632K +$106K +2,671 +20%
MBT
153
Montecito Bank & Trust
California
$626K +$106K +2,682 +20%
DAS
154
Dynamic Advisor Solutions
Arizona
$607K +$86.3K +2,174 +17%
CAG
155
Csenge Advisory Group
Florida
$588K +$204K +5,153 +53%
FWM
156
Frontier Wealth Management
Missouri
$584K -$44.5K -1,122 -7%
TCA
157
Transcend Capital Advisors
New Jersey
$575K +$144K +3,623 +33%
MMM
158
Mendel Money Management
Illinois
$574K +$116K +2,917 +25%
CWMU
159
Caliber Wealth Management (Utah)
Utah
$570K +$570K +14,373 New
CA
160
Cetera Advisors
Colorado
$565K +$565K +14,250 New
HCIA
161
Hochman Cole Investment Advisors
Illinois
$559K +$1.35K +34 +0.2%
IWS
162
Insight Wealth Strategies
California
$543K +$304K +7,671 +127%
GSEP
163
Golden State Equity Partners
California
$539K +$539K +13,612 New
WB
164
Webster Bank
Connecticut
$538K +$154K +3,895 +40%
AAS
165
Avantax Advisory Services
Texas
$507K -$401K -10,144 -44%
GRP
166
Global Retirement Partners
California
$497K +$35.7K +900 +8%
WWM
167
Western Wealth Management
Colorado
$496K +$111K +2,808 +29%
BFA
168
Beacon Financial Advisory
Ohio
$495K +$236K +5,957 +91%
IFG
169
Investors Financial Group
Minnesota
$479K +$479K +12,086 New
AC
170
Avestar Capital
New York
$470K +$4.17K +105 +0.9%
GEA
171
Glen Eagle Advisors
New Jersey
$466K +$458K +11,544 +5,772%
PWS
172
Paragon Wealth Strategies
Florida
$457K +$457K +11,511 New
FIM
173
Fernwood Investment Management
Massachusetts
$456K +$57.1K +1,438 +14%
ACS
174
Archford Capital Strategies
Illinois
$427K -$7.33K -174 -2%
RFN
175
RDA Financial Network
Iowa
$422K -$423K -10,675 -50%
5 6
7
8 9