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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

248 hedge funds and large institutions have $1.28B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 95 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 84

3% more capital invested

Capital invested by funds: $1.24B → $1.28B (+$42.9M)

1% more funds holding

Funds holding: 246248 (+2)

0.23% less ownership

Funds ownership: 59.26%59.03% (-0.23%)

Holders
248
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
32
Increased
95
Reduced
84
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
151
Raymond James Trust
Florida
$507K -$1.71K -61 -0.3%
EIP
152
Ellis Investment Partners
Pennsylvania
$484K -$35.9K -1,279 -7%
HCA
153
Harbour Capital Advisors
Virginia
$461K +$467K +16,630 New
MWM
154
MBE Wealth Management
Wisconsin
$458K -$3.62K -129 -0.8%
RWP
155
Revolve Wealth Partners
New Jersey
$449K +$1.57K +56 +0.3%
RA
156
RFG Advisory
Alabama
$445K -$4.46K -159 -1%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$441K -$34.6K -1,231 -7%
WP
158
WealthPLAN Partners
Nebraska
$398K -$361K -12,872 -47%
FSC
159
Full Sail Capital
Oklahoma
$394K -$14.3M -510,871 -97%
WWM
160
Western Wealth Management
Colorado
$385K -$8.28K -295 -2%
SFC
161
Strategic Financial Concepts
Texas
$370K +$373K +13,277 New
FTS
162
Fifth Third Securities
Ohio
$368K -$15.1K -538 -4%
CWM
163
Cabot Wealth Management
Massachusetts
$366K
WIM
164
WealthPlan Investment Management
Nebraska
$342K -$418K -14,878 -55%
HI
165
Harbour Investments
Wisconsin
$335K -$32.7K -1,166 -9%
US Bancorp
166
US Bancorp
Minnesota
$331K +$253 +9 +0.1%
HGWM
167
Horst & Graben Wealth Management
Oregon
$323K -$1.88M -66,961 -85%
TF
168
TimeScale Financial
Massachusetts
$323K +$325K +11,592 New
SAM
169
Smithbridge Asset Management
Pennsylvania
$315K +$318K +11,327 New
Goldman Sachs
170
Goldman Sachs
New York
$308K -$888K -31,636 -74%
FFC
171
First Financial Corp
Indiana
$305K +$2.72K +97 +0.9%
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$301K +$304K +10,821 New
Thrivent Financial for Lutherans
173
Thrivent Financial for Lutherans
Minnesota
$301K +$303K +10,806 New
B
174
Bensler
Washington
$298K +$18.4K +656 +7%
EWA
175
EverSource Wealth Advisors
Alabama
$296K +$73.1K +2,604 +32%