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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
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Overview Fund Activity

242 hedge funds and large institutions have $1.27B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+9
Holders Change %
+3.86%
% of All Funds
3.55%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
41
Increased
66
Reduced
114
Closed
29
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$16K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$235M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$16.9M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$6.97M
4
FTUS
4
Flow Traders U.S.
New York
$2.95M
5
AI
5
Atria Investments
North Carolina
$4.08M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$45.9M
2
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$948K
3
Ameriprise
3
Ameriprise
Minnesota
$9.18M
4
VPP
4
Vertex Planning Partners
Illinois
$0
5
OMC
5
Old Mission Capital
Illinois
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
201
Financial Gravity Asset Management
Texas
$28.9K +$28.9K +1,000 New
WT
202
Washington Trust
Rhode Island
$28K -$2.31K -80 -8%
RIL
203
Rothschild Investment LLC
Illinois
$21.7K +$21.7K +750 New
AIM
204
Arcadia Investment Management
Michigan
$19.8K – – –
AA
205
Addison Advisors
Vermont
$16.9K – – –
CAS
206
Coppell Advisory Solutions
Texas
$16.9K +$16.9K +584 New
SWM
207
Spire Wealth Management
Virginia
$13.4K – – –
TAM
208
Tucker Asset Management
Colorado
$13.2K +$87 +3 +0.7%
CFGS
209
Concourse Financial Group Securities
Alabama
$12.7K +$8.66K +300 +216%
OSAM
210
O'Shaughnessy Asset Management
Connecticut
$11.2K +$11.2K +388 New
AssetMark Inc
211
AssetMark Inc
California
$11.1K +$11.1K +385 New
KFP
212
Keener Financial Planning
Texas
$11K +$11K +369 New
CWP
213
Concord Wealth Partners
Virginia
$10.6K – – –
AWM
214
Aspire Wealth Management
Massachusetts
$10.3K +$87 +3 +0.8%
IRC
215
Investors Research Corp
Georgia
$7.51K – – –
JWA
216
JFS Wealth Advisors
Pennsylvania
$7.31K +$29 +1 +0.4%
NFSG
217
Newbridge Financial Services Group
Florida
$6.9K +$29 +1 +0.4%
RG
218
Retirement Group
California
$6.87K +$58 +2 +0.8%
T
219
Tidemark
California
$6.71K +$6.71K +232 New
PS
220
Principal Securities
Iowa
$6.5K +$6.5K +225 New
CPA
221
Clear Point Advisors
New York
$6.5K +$6.5K +225 New
TC
222
Truvestments Capital
Florida
$5.89K +$5.89K +204 New
NCM
223
Northwest Capital Management
Oregon
$5.52K -$6.38K -221 -54%
SRCM
224
Signature Resources Capital Management
California
$5.2K +$5.2K +180 New
CIAS
225
Capital Investment Advisory Services
North Carolina
$5.08K -$1.88K -65 -27%
7 8
9
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