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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
HCIA
201
Hochman Cole Investment Advisors
Illinois
$588K +$15K +355 +3%
GRP
202
Global Retirement Partners
California
$588K +$81.7K +1,935 +15%
WWM
203
Western Wealth Management
Colorado
$584K +$77.9K +1,845 +15%
WB
204
Webster Bank
Connecticut
$569K +$18.6K +440 +3%
FIM
205
Fernwood Investment Management
Massachusetts
$554K +$89.9K +2,128 +19%
IA
206
IFP Advisors
Florida
$546K +$269K +6,365 +90%
Creative Planning
207
Creative Planning
Kansas
$528K +$548K +12,984 New
APC
208
Aspire Private Capital
North Carolina
$519K -$767K -18,168 -59%
Goldman Sachs
209
Goldman Sachs
New York
$490K +$508K +12,035 New
TCA
210
Transcend Capital Advisors
New Jersey
$486K -$104K -2,451 -17%
PFO
211
Pathstone Family Office
New Jersey
$484K +$502K +11,890 New
BFA
212
Beacon Financial Advisory
Ohio
$469K -$40.3K -954 -8%
TCWM
213
Total Clarity Wealth Management
Illinois
$467K +$256K +6,050 +111%
CFD
214
Creative Financial Designs
Indiana
$460K +$36.6K +867 +8%
AAS
215
Avantax Advisory Services
Texas
$426K -$97.9K -2,317 -18%
RFN
216
RDA Financial Network
Iowa
$426K -$6.89K -163 -2%
ASN
217
Advisory Services Network
Georgia
$419K +$9.38K +222 +2%
LWM
218
Liberty Wealth Management
California
$411K
CFA
219
Cahill Financial Advisors
Minnesota
$411K +$427K +10,097 New
Citadel Advisors
220
Citadel Advisors
Florida
$407K -$21.3M -503,458 -98%
TA
221
TFG Advisers
Michigan
$402K +$179K +4,236 +75%
PFA
222
Pinnacle Family Advisors
Missouri
$392K -$7.39K -175 -2%
BFG
223
Beacon Financial Group
Texas
$392K
KFGK
224
Keystone Financial Group (Kentucky)
Kentucky
$384K
JSL
225
JT Stratford LLC
Georgia
$384K +$135K +3,192 +51%