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

213 hedge funds and large institutions have $1.13B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 77 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-5
Holders Change %
-2.29%
% of All Funds
2.86%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
16
Increased
77
Reduced
87
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
$116M
2
Wells Fargo
Wells Fargo
California
$42.4M
3
PCA
Pallas Capital Advisors
Massachusetts
$16.8M
4
MSRI
Michael S. Ryan Inc
New York
$16.1M
5
WIM
WealthPlan Investment Management
Nebraska
$2.57M

Top Sellers

1
TC
TownSquare Capital
Utah
$0
2
CCA
Clearwater Capital Advisors
Illinois
$440K
3
UBS Group
UBS Group
Switzerland
$39.2M
4
Morgan Stanley
Morgan Stanley
New York
$96.2M
5
OMC
Old Mission Capital
Illinois
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAC
151
Mason & Associates (California)
California
$274K – – –
AWM
152
AE Wealth Management
Kansas
$259K +$35.5K +1,031 +16%
UAG
153
United Advisor Group
Ohio
$253K -$32K -928 -11%
PWA
154
Physician Wealth Advisors
Utah
$249K +$2.93K +85 +1%
SPC
155
Sigma Planning Corp
Michigan
$248K -$13K -376 -5%
SAI
156
Savvy Advisors Inc
New York
$245K -$7.86K -228 -3%
CAM
157
Cresset Asset Management
Illinois
$237K – – –
WEG
158
World Equity Group
Illinois
$236K +$236K +6,840 New
DA
159
Detalus Advisors
Missouri
$232K +$232K +6,740 New
FSC
160
Full Sail Capital
Oklahoma
$225K – – –
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$224K -$72.5K -2,077 -24%
PA
162
Procyon Advisors
Connecticut
$221K -$6.83K -198 -3%
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$220K +$220K +6,386 New
IF
164
Integrity Financial
Wyoming
$219K -$1.69K -49 -0.8%
AWS
165
Atria Wealth Solutions
New York
$219K -$477K -13,832 -69%
RWM
166
Refined Wealth Management
Utah
$208K +$208K +6,031 New
FA
167
FSA Advisors
Michigan
$203K -$298K -8,640 -59%
Mariner
168
Mariner
Kansas
$202K +$202K +5,865 New
KAS
169
KPP Advisory Services
Kentucky
$201K +$201K +5,844 New
KFI
170
Key Financial Inc
Pennsylvania
$179K +$8.62K +250 +5%
SS
171
SBI Securities
Japan
$161K +$1.24K +36 +0.8%
PTC
172
Private Trust Company
Ohio
$157K +$2.41K +70 +2%
CIAS
173
Capital Investment Advisory Services
North Carolina
$153K +$46.4K +1,347 +44%
GWP
174
Gen-Wealth Partners
Michigan
$148K – – –
Fidelity Investments
175
Fidelity Investments
Massachusetts
$147K -$15.8K -459 -10%
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7
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