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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
GWM
176
Geneos Wealth Management
Colorado
$849K +$14.7K +347 +2%
KM
177
Kalos Management
Georgia
$844K +$22.5K +532 +3%
EH
178
Equitable Holdings
New York
$841K +$144K +3,420 +20%
MMM
179
Mendel Money Management
Illinois
$835K +$256K +6,053 +42%
SI
180
Stephens Inc
Arkansas
$832K -$26K -615 -3%
AC
181
Avestar Capital
New York
$824K +$329K +7,795 +66%
ECA
182
Elevated Capital Advisors
Utah
$800K -$203K -4,796 -20%
DAS
183
Dynamic Advisor Solutions
Arizona
$776K +$160K +3,783 +25%
HAS
184
HBW Advisory Services
California
$767K +$534K +12,641 +204%
FWM
185
Frontier Wealth Management
Missouri
$754K +$161K +3,811 +26%
MBT
186
Montecito Bank & Trust
California
$743K +$105K +2,482 +16%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$742K
IFG
188
Investors Financial Group
Minnesota
$711K +$228K +5,391 +45%
AIC
189
Ayalon Insurance Company
Israel
$708K +$332K +7,860 +84%
CTFG
190
Capstone Triton Financial Group
Oklahoma
$707K +$13.4K +318 +2%
Deutsche Bank
191
Deutsche Bank
Germany
$695K +$650K +15,383 +900%
FTS
192
Fifth Third Securities
Ohio
$693K -$20.1K -476 -3%
WIC
193
Woodmont Investment Counsel
Tennessee
$691K +$717K +16,981 New
CAN
194
Cetera Advisor Networks
California
$673K +$699K +16,539 New
CWMU
195
Caliber Wealth Management (Utah)
Utah
$665K +$83.5K +1,976 +14%
LA
196
LexAurum Advisors
Kansas
$652K -$132K -3,124 -16%
XF
197
XML Financial
Maryland
$640K -$7.86K -186 -1%
CWM
198
Collaborative Wealth Management
Florida
$637K +$824K +19,505 New
YIH
199
Y-Intercept (HK)
Hong Kong
$611K +$636K +15,060 New
CWM
200
Cornerstone Wealth Management
Missouri
$598K +$621K +14,706 New