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

233 hedge funds and large institutions have $1.16B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 85 increasing their positions, 101 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
3.71%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
12
Increased
85
Reduced
101
Closed
19
Calls
$56K
Puts
$37K
Net Calls
+$19K
Net Calls Change
+$16K

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$23.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$29.5M
3
FA
3
Fermata Advisors
California
$7.74M
4
MOS
4
MGO One Seven
Ohio
$4.81M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$122M
2
FTUS
2
Flow Traders U.S.
New York
$370K
3
Bank of America
3
Bank of America
North Carolina
$54.6M
4
SA
4
Stewardship Advisors
Pennsylvania
$3.11M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Axxcess Wealth Management
California
$237K +$14.6K +546 +7%
CAAS
177
Capital Asset Advisory Services
Michigan
$237K -$15.5K -573 -6%
NEWAS
178
N.E.W. Advisory Services
Wisconsin
$233K +$27.9K +1,045 +14%
MAC
179
Mason & Associates (California)
California
$220K – – –
SAG
180
SageView Advisory Group
California
$219K +$24.2K +906 +12%
SFS
181
Security Financial Services
Indiana
$218K +$2K +75 +0.9%
WPC
182
White Pine Capital
Minnesota
$216K -$20.7K -775 -9%
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$215K -$1.2M -45,056 -85%
AWA
184
ARQ Wealth Advisors
Arizona
$211K -$51.3K -1,925 -20%
KSWA
185
Kathleen S. Wright Associates
Pennsylvania
$201K -$762K -28,570 -79%
KFI
186
Key Financial Inc
Pennsylvania
$191K -$9.42K -353 -5%
PTC
187
Private Trust Company
Ohio
$151K -$5.31K -199 -3%
CFD
188
Creative Financial Designs
Indiana
$148K +$9.79K +367 +7%
Comerica Bank
189
Comerica Bank
Texas
$144K +$144K +5,402 New
AWM
190
Avior Wealth Management
Nebraska
$89.5K +$9.98K +374 +13%
HWP
191
Highline Wealth Partners
California
$88.8K -$1.97M -74,052 -96%
WWP
192
WR Wealth Planners
Missouri
$85.9K -$8.05K -302 -9%
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$68.1K -$69.5K -2,604 -50%
SMFG
194
Sumitomo Mitsui Financial Group
Japan
$62.7K – – –
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$61K +$3.1K +116 +5%
US Bancorp
196
US Bancorp
Minnesota
$59.6K -$257K -9,643 -81%
AIC
197
Ayalon Insurance Company
Israel
$58K – – –
FFA
198
Farther Finance Advisors
California
$54.8K +$933 +35 +2%
PGAM
199
Princeton Global Asset Management
New Jersey
$54.7K – – –
Fidelity Investments
200
Fidelity Investments
Massachusetts
$47.1K -$20.7K -777 -31%
6 7
8
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