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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

246 hedge funds and large institutions have $2.34B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 106 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

989% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 9

279% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 28

84% more capital invested

Capital invested by funds: $1.27B → $2.34B (+$1.07B)

62% more funds holding in top 10

Funds holding in top 10: 2134 (+13)

54% more funds holding

Funds holding: 160246 (+86)

0.34% more ownership

Funds ownership: 68.08%68.42% (+0.34%)

Holders
246
Holders Change
+86
Holders Change %
+53.75%
% of All Funds
4.35%
Holding in Top 10
34
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+61.9%
% of All Funds
0.6%
New
98
Increased
106
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
201
World Investment Advisors
California
$240K +$197K +5,345 New
LC
202
Lavaca Capital
Texas
$236K +$219K +5,958 New
GG
203
Gofen & Glossberg
Illinois
$228K -$36.5K -992 -15%
JWCA
204
J.W. Cole Advisors
Florida
$225K +$209K +5,673 New
TA
205
TFG Advisers
Michigan
$223K +$207K +5,640 New
TCWM
206
Total Clarity Wealth Management
Illinois
$215K +$200K +5,430 New
22CM
207
20/20 Capital Management
California
$211K -$229K -6,234 -56%
MWM
208
Modera Wealth Management
New Jersey
$203K +$188K +5,111 New
OL
209
Optas LLC
Texas
$200K +$186K +5,050 New
CWM
210
Cedar Wealth Management
California
$195K -$11.9K -325 -6%
TAM
211
Tucker Asset Management
Colorado
$174K +$162K +4,395 New
PWM
212
Perigon Wealth Management
California
$116K +$108K +2,924 New
CFGS
213
Concourse Financial Group Securities
Alabama
$110K
CWP
214
Concord Wealth Partners
Virginia
$81K +$74.7K +2,032 New
TFGT
215
TS Financial Group (TSFG)
Illinois
$76K
GC
216
Grace Capital
Massachusetts
$74K
Deutsche Bank
217
Deutsche Bank
Germany
$68K
SL
218
Savior LLC
Massachusetts
$65K +$60.6K +1,647 New
BBHC
219
Brown Brothers Harriman & Co
New York
$56K +$51.9K +1,412 New
PFA
220
Professional Financial Advisors
Nebraska
$51K +$47.2K +1,284 New
Fidelity Investments
221
Fidelity Investments
Massachusetts
$42K +$22.8K +621 +139%
SBL
222
Sargent Bickham Lagudis
Colorado
$36K +$33.6K +915 New
PO
223
Private Ocean
California
$28K +$110 +3 +0.4%
APA
224
American Portfolios Advisors
New York
$27.4K
BWM
225
Birchcreek Wealth Management
Ohio
$27K +$25.7K +700 New