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

213 hedge funds and large institutions have $1.13B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 77 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-5
Holders Change %
-2.29%
% of All Funds
2.86%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
16
Increased
77
Reduced
87
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$116M
2
Wells Fargo
2
Wells Fargo
California
$42.4M
3
PCA
3
Pallas Capital Advisors
Massachusetts
$16.8M
4
MSRI
4
Michael S. Ryan Inc
New York
$16.1M
5
WIM
5
WealthPlan Investment Management
Nebraska
$2.57M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$0
2
CCA
2
Clearwater Capital Advisors
Illinois
$440K
3
UBS Group
3
UBS Group
Switzerland
$39.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$96.2M
5
OMC
5
Old Mission Capital
Illinois
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
201
Addison Advisors
Vermont
$5.17K – – –
GSWM
202
Golden State Wealth Management
California
$4.9K +$4.9K +142 New
CA
203
Clearstead Advisors
Ohio
$4.38K – – –
JWA
204
JFS Wealth Advisors
Pennsylvania
$4.32K -$1.83K -53 -30%
WA
205
WPG Advisers
Maryland
$4.21K – – –
CSC
206
Caldwell Sutter Capital
California
$3.41K – – –
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$2.32K -$76.4K -2,205 -97%
NCM
208
Northwest Capital Management
Oregon
$2.24K – – –
GRP
209
Global Retirement Partners
California
$828 +$828 +24 New
NA
210
NewEdge Advisors
Louisiana
$690 – – –
BNP Paribas Financial Markets
211
BNP Paribas Financial Markets
France
$586 +$483 +14 +467%
BCMLT
212
Beacon Capital Management LLC (Tennessee)
Tennessee
$483 – – –
FGC
213
Financial Gravity Companies
Texas
$138 +$138 +4 New
LC
214
Luminist Capital
Michigan
$103 – – –
TC
215
TownSquare Capital
Utah
– -$18M -582,284 Closed
FTS
216
Fifth Third Securities
Ohio
– -$446K -14,447 Closed
FAIM
217
Financial Advocates Investment Management
Washington
– -$325K -10,535 Closed
Thrivent Financial for Lutherans
218
Thrivent Financial for Lutherans
Minnesota
– -$329K -10,256 Closed
HF
219
HRT Financial
New York
– -$261K -8,460 Closed
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
– -$205K -6,639 Closed
SIM
221
Synergy Investment Management
Florida
– -$22.1K -715 Closed
SWM
222
Spire Wealth Management
Virginia
– -$15K -485 Closed
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
– -$7.41K -240 Closed
HCA
224
Heck Capital Advisors
Wisconsin
– -$5.68K -184 Closed
PMFA
225
Plante Moran Financial Advisors
Michigan
– -$2.72K -88 Closed
6 7 8
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