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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

305 hedge funds and large institutions have $3.27B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2021 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 144 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 12

148% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 58

40% more capital invested

Capital invested by funds: $2.34B → $3.27B (+$937M)

24% more funds holding

Funds holding: 246305 (+59)

15% more funds holding in top 10

Funds holding in top 10: 3439 (+5)

0.41% more ownership

Funds ownership: 68.42%68.83% (+0.41%)

Holders
305
Holders Change
+59
Holders Change %
+23.98%
% of All Funds
5.36%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.68%
New
75
Increased
144
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
151
Argent Trust Co
Tennessee
$1.51M -$49.3K -1,167 -3%
SIA
152
SkyView Investment Advisors
New Jersey
$1.5M +$29.6K +701 +2%
CC
153
Copperleaf Capital
North Carolina
$1.46M -$871K -20,622 -36%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$1.46M +$676K +15,999 +82%
WWM
155
WT Wealth Management
Arizona
$1.4M +$1.45M +34,391 New
CW
156
CreativeOne Wealth
Kansas
$1.3M +$239K +5,659 +22%
ECM
157
Exchange Capital Management
Michigan
$1.3M +$158K +3,729 +13%
IWS
158
Insight Wealth Strategies
California
$1.23M +$702K +16,618 +121%
MCM
159
MAI Capital Management
Ohio
$1.22M +$69.2K +1,638 +6%
GEA
160
Glen Eagle Advisors
New Jersey
$1.19M +$723K +17,120 +146%
PA
161
PSI Advisors
Florida
$1.14M +$1.19M +28,115 New
CCM
162
Condor Capital Management
New Jersey
$1.08M +$182K +4,301 +19%
AIC
163
Ameritas Investment Company
Nebraska
$1.05M +$1.09M +25,863 New
HAC
164
Harbor Advisory Corp
New Hampshire
$1.05M +$61K +1,445 +6%
WPC
165
White Pine Capital
Minnesota
$1.04M +$664K +15,722 +159%
DP
166
Denver PWM
Colorado
$1.02M -$595K -14,083 -32%
AIM
167
Arcadia Investment Management
Michigan
$1.01M +$1.05M +24,870 New
NL
168
NWAM LLC
Washington
$1.01M +$1.04M +24,728 New
OMC
169
Old Mission Capital
Illinois
$995K +$1.03M +24,449 New
UR
170
USCA RIA
Texas
$994K +$1.03M +24,424 New
BTWM
171
Baker Tilly Wealth Management
Wisconsin
$992K -$84.1K -1,992 -8%
VWA
172
Visionary Wealth Advisors
Illinois
$989K +$195K +4,610 +23%
SFS
173
Sowell Financial Services
Arkansas
$976K -$849K -20,109 -46%
KOC
174
Koss-Olinger Consulting
Florida
$952K +$988K +23,390 New
W
175
WealthOne
New York
$856K +$888K +21,029 New