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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

248 hedge funds and large institutions have $1.28B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 95 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 84

3% more capital invested

Capital invested by funds: $1.24B → $1.28B (+$42.9M)

1% more funds holding

Funds holding: 246248 (+2)

0.23% less ownership

Funds ownership: 59.26%59.03% (-0.23%)

Holders
248
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
32
Increased
95
Reduced
84
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
201
Farther Finance Advisors
California
$71.5K -$10.8K -385 -13%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$70K -$1.47M -52,414 -95%
Fidelity Investments
203
Fidelity Investments
Massachusetts
$62.9K +$62.9K +2,242 +11,800%
PGAM
204
Princeton Global Asset Management
New Jersey
$57.1K
WAM
205
Worth Asset Management
Texas
$54.6K +$55K +1,960 New
AF
206
Advisornet Financial
Minnesota
$37.2K -$40.8K -1,452 -52%
CWA
207
Clearview Wealth Advisors
Oregon
$35.1K -$20.2K -719 -36%
AIM
208
Arcadia Investment Management
Michigan
$29.6K
WT
209
Washington Trust
Rhode Island
$29.2K
CIA
210
Cape Investment Advisory
Georgia
$27.8K +$28.1K +1,000 New
FMP
211
Financial Management Professionals
Texas
$27K
ACA
212
Aptus Capital Advisors
Alabama
$23.8K +$56 +2 +0.2%
GWANC
213
Guardian Wealth Advisors (North Carolina)
North Carolina
$23.7K
AWM
214
Aspire Wealth Management
Massachusetts
$22.8K -$247K -8,802 -91%
JMF
215
Johnson Midwest Financial
Iowa
$20.5K
TAM
216
Tucker Asset Management
Colorado
$18.5K +$2.13K +76 +13%
AAS
217
Ameritas Advisory Services
Nebraska
$17.8K +$18.3K +652 New
CAL
218
Capital Advisors Ltd
Ohio
$17K
ASN
219
Advisory Services Network
Georgia
$16.8K +$4.55K +162 +37%
AA
220
Addison Advisors
Vermont
$16.3K
SWM
221
Spire Wealth Management
Virginia
$13.5K -$7.1K -253 -34%
HDIM
222
Hanson & Doremus Investment Management
Vermont
$13K
NFSG
223
Newbridge Financial Services Group
Florida
$12K -$4.63K -165 -28%
C
224
Covestor
United Kingdom
$10K -$1.71K -61 -15%
LF
225
Lee Financial
Texas
$9.09K -$9.07K -323 -50%