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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

220 hedge funds and large institutions have $1.01B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 87 increasing their positions, 84 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.81% more ownership

Funds ownership: 58.72%60.53% (+1.8%)

4% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 84

3% more capital invested

Capital invested by funds: $975M → $1.01B (+$29.7M)

4% less funds holding

Funds holding: 229220 (-9)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
220
Holders Change
-9
Holders Change %
-3.93%
% of All Funds
2.95%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
16
Increased
87
Reduced
84
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$102K +$93 +3 +0.1%
CIAS
177
Capital Investment Advisory Services
North Carolina
$95.2K +$19.4K +624 +25%
T
178
Transce3nd
Texas
$78.4K -$18.2K -587 -19%
AT
179
Arlington Trust
Alabama
$77.2K
SMFG
180
Sumitomo Mitsui Financial Group
Japan
$72.6K
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$61.9K +$5.34K +172 +8%
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$44.8K +$8.69K +280 +24%
ACA
183
Aptus Capital Advisors
Alabama
$43.4K
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$41.4K +$41.6K +1,341 New
AssetMark Inc
185
AssetMark Inc
California
$39.1K +$807 +26 +2%
LFG
186
Larson Financial Group
Missouri
$37.5K +$31 +1 +0.1%
HWP
187
Highline Wealth Partners
California
$35.8K +$31 +1 +0.1%
SIM
188
Synergy Investment Management
Florida
$22.1K -$2.64K -85 -11%
KSWA
189
Kathleen S. Wright Associates
Pennsylvania
$21.6K -$62.1K -2,000 -74%
SWM
190
Spire Wealth Management
Virginia
$15K
WSFS
191
Wilmington Savings Fund Society
Delaware
$14.9K
Q1WB
192
Quest 10 Wealth Builders
Virginia
$14.6K -$559 -18 -4%
TAM
193
Tucker Asset Management
Colorado
$13.6K
AIM
194
Arcadia Investment Management
Michigan
$8.24K
IRC
195
Investors Research Corp
Georgia
$8.03K
C
196
Covestor
United Kingdom
$8K +$683 +22 +10%
CWP
197
Concord Wealth Partners
Virginia
$7.81K -$31 -1 -0.4%
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$7.41K
NWMP
199
Noble Wealth Management PBC
Colorado
$6.73K
HCA
200
Heck Capital Advisors
Wisconsin
$5.68K