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

235 hedge funds and large institutions have $1.28B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-7
Holders Change %
-2.89%
% of All Funds
3.41%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
20
Increased
78
Reduced
100
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
$89.2M
2
Jane Street
Jane Street
New York
$62.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$21.2M
4
Wells Fargo
Wells Fargo
California
$25.5M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$18.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$111M
2
VA
Valmark Advisers
Ohio
$46.3M
3
OIA
OneDigital Investment Advisors
Kansas
$23.3M
4
WP
WealthShield Partners
North Carolina
$1.26M
5
AWM
AE Wealth Management
Kansas
$224K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$27.3K +$27.3K +925 New
RIL
202
Rothschild Investment LLC
Illinois
$22.1K – – –
RIA
203
Realta Investment Advisors
Delaware
$18.2K +$18.2K +617 New
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$18K +$6.57K +223 +57%
AA
205
Addison Advisors
Vermont
$17.2K – – –
SWM
206
Spire Wealth Management
Virginia
$14.3K – – –
TAM
207
Tucker Asset Management
Colorado
$13.4K -$88 -3 -0.7%
CFGS
208
Concourse Financial Group Securities
Alabama
$11.8K -$1.15K -39 -9%
KFP
209
Keener Financial Planning
Texas
$11K – – –
CWP
210
Concord Wealth Partners
Virginia
$7.93K -$2.86K -97 -27%
AWM
211
Aspire Wealth Management
Massachusetts
$7.88K -$2.63K -89 -25%
AIM
212
Arcadia Investment Management
Michigan
$7.87K -$12.4K -420 -61%
IRC
213
Investors Research Corp
Georgia
$7.66K – – –
NFSG
214
Newbridge Financial Services Group
Florida
$7.04K – – –
RG
215
Retirement Group
California
$7.01K – – –
T
216
Tidemark
California
$6.84K – – –
PCWA
217
Pacific Capital Wealth Advisors
California
$6.84K -$29.2K -990 -81%
PS
218
Principal Securities
Iowa
$6.63K – – –
CPA
219
Clear Point Advisors
New York
$6.63K – – –
NCM
220
Northwest Capital Management
Oregon
$5.63K – – –
SRCM
221
Signature Resources Capital Management
California
$5.2K – – –
CIAS
222
Capital Investment Advisory Services
North Carolina
$5.19K – – –
JWA
223
JFS Wealth Advisors
Pennsylvania
$5.16K -$2.3K -78 -31%
C
224
Covestor
United Kingdom
$5K +$543 +20 +12%
Franklin Resources
225
Franklin Resources
California
$4.66K +$4.66K +158 New
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