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

229 hedge funds and large institutions have $975M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.05%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
26
Increased
75
Reduced
93
Closed
20
Calls
$55K
Puts
–
Net Calls
+$55K
Net Calls Change
+$55K

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$9.24M
2
WMR
2
Wealth Management Resources
Rhode Island
$9.14M
3
Morgan Stanley
3
Morgan Stanley
New York
$107M
4
AAP
4
Arax Advisory Partners
Colorado
$3.93M
5
LPL Financial
5
LPL Financial
California
$46.2M

Top Sellers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$0
2
FTUS
2
Flow Traders U.S.
New York
$13.2M
3
Jane Street
3
Jane Street
New York
$2.39M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$247K
5
OMC
5
Old Mission Capital
Illinois
$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
176
Fidelity Investments
Massachusetts
$121K +$9.82K +322 +9%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$113K -$3.23K -106 -3%
US Bancorp
178
US Bancorp
Minnesota
$101K +$213 +7 +0.2%
T
179
Transce3nd
Texas
$95.3K +$95.3K +3,127 New
KSWA
180
Kathleen S. Wright Associates
Pennsylvania
$82.3K – – –
AT
181
Arlington Trust
Alabama
$76.2K – – –
CIAS
182
Capital Investment Advisory Services
North Carolina
$74.9K +$38.1K +1,250 +103%
FFA
183
Farther Finance Advisors
California
$71.9K +$10.6K +348 +17%
SMFG
184
Sumitomo Mitsui Financial Group
Japan
$71.7K – – –
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$64.1K – – –
ACA
186
Aptus Capital Advisors
Alabama
$42.9K -$3.75K -123 -8%
AssetMark Inc
187
AssetMark Inc
California
$37.9K -$21.1K -693 -36%
LFG
188
Larson Financial Group
Missouri
$37K +$122 +4 +0.3%
Qube Research & Technologies (QRT)
189
Qube Research & Technologies (QRT)
United Kingdom
$35.8K -$173K -5,674 -83%
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$35.7K +$2.35K +77 +7%
HWP
191
Highline Wealth Partners
California
$35.3K -$21.1K -691 -37%
SIM
192
Synergy Investment Management
Florida
$24.4K +$24.4K +800 New
Q1WB
193
Quest 10 Wealth Builders
Virginia
$15K +$15K +492 New
SWM
194
Spire Wealth Management
Virginia
$14.8K – – –
WSFS
195
Wilmington Savings Fund Society
Delaware
$14.8K – – –
WWP
196
WR Wealth Planners
Missouri
$14.4K -$16.3K -534 -53%
CAS
197
Coppell Advisory Solutions
Texas
$14.2K -$1.29K -42 -8%
TAM
198
Tucker Asset Management
Colorado
$13.4K – – –
FWM
199
FLP Wealth Management
Arkansas
$10.6K +$10.6K +348 New
OP
200
ORG Partners
Indiana
$9.57K +$9.57K +314 New
6 7
8
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