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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

242 hedge funds and large institutions have $1.28B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 88

0% more capital invested

Capital invested by funds: $1.28B → $1.28B (+$5.07M)

1.05% less ownership

Funds ownership: 59.03%57.99% (-1%)

2% less funds holding

Funds holding: 248242 (-6)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
242
Holders Change
-6
Holders Change %
-2.42%
% of All Funds
3.8%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
22
Increased
104
Reduced
88
Closed
27
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
201
Princeton Global Asset Management
New Jersey
$57.3K
FFA
202
Farther Finance Advisors
California
$56.5K -$15.2K -549 -21%
WIM
203
WealthPlan Investment Management
Nebraska
$42K -$298K -10,778 -88%
BCMLT
204
Beacon Capital Management LLC (Tennessee)
Tennessee
$37.6K +$37.3K +1,347 New
CWA
205
Clearview Wealth Advisors
Oregon
$35.4K +$222 +8 +0.6%
AF
206
Advisornet Financial
Minnesota
$35.1K -$2.21K -80 -6%
AIM
207
Arcadia Investment Management
Michigan
$29.7K
WT
208
Washington Trust
Rhode Island
$29.3K
CIA
209
Cape Investment Advisory
Georgia
$27.9K
FMP
210
Financial Management Professionals
Texas
$27K
AWM
211
Aspire Wealth Management
Massachusetts
$24K +$1.14K +41 +5%
ACA
212
Aptus Capital Advisors
Alabama
$23.9K
GWANC
213
Guardian Wealth Advisors (North Carolina)
North Carolina
$23.8K
JMF
214
Johnson Midwest Financial
Iowa
$20.6K
TAM
215
Tucker Asset Management
Colorado
$17.4K -$1.25K -45 -7%
RIA
216
Realta Investment Advisors
Delaware
$17.2K +$17.1K +617 New
CAL
217
Capital Advisors Ltd
Ohio
$17K +$111 +4 +0.7%
AA
218
Addison Advisors
Vermont
$16.4K
SWM
219
Spire Wealth Management
Virginia
$13.6K
HDIM
220
Hanson & Doremus Investment Management
Vermont
$13K
CAS
221
Coppell Advisory Solutions
Texas
$12.4K +$12.4K +447 New
NCM
222
Northwest Capital Management
Oregon
$11.5K +$11.4K +412 New
CWP
223
Concord Wealth Partners
Virginia
$10.2K +$6.65K +240 +190%
IPW
224
Impact Partnership Wealth
Georgia
$10.2K +$10.1K +364 New
LF
225
Lee Financial
Texas
$9.12K -$28 -1 -0.3%

XSOE Hedge Fund Activity: Q2 2023 in Review

242 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q2 2023, worth a combined $1.28B — up 0.4% from $1.28B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of XSOE and 22 opened new positions — a net loss of 5 holders — while 88 trimmed existing stakes and 104 added.

The largest buyer was UBS Group, adding an estimated $18.4M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $57.4M sold.

  • 242 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q2 2023, down from 248 in Q1 2023.
  • Funds reported $1.28B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q2 2023, up 0.4% quarter-over-quarter.
  • 22 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q2 2023 and 27 closed out, a net change of -5 holders.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q2 2023 was UBS Group, an estimated $18.4M added.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q2 2023 was Migdal Insurance & Financial Holdings, an estimated $57.4M sold.

Based on aggregated 13F filings for Q2 2023.