WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
8 hedge funds and large institutions have $3.95M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 5 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
11% less funds holding
Funds holding: 9 → 8 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
56.5% less ownership
Funds ownership: 81.3% → 24.8% (-57%)
82% less capital invested
Capital invested by funds: $21.6M → $3.95M (-$17.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$226K |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$174K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$89.6K |
| 4 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
+$63.1K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$6.86M |
| 2 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$6.79M |
| 3 |
Jane Street
New York
|
-$2.5M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.52M |
| 5 |
VF
Virtu Financial
New York
|
-$507K |
XSOE Hedge Fund Activity: Q4 2017 in Review
8 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q4 2017, worth a combined $3.95M — down 82% from $21.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of XSOE and 4 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was LPL Financial, adding an estimated $226K. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $6.86M sold.
- 8 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q4 2017, down from 9 in Q3 2017.
- Funds reported $3.95M of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q4 2017, down 82% quarter-over-quarter.
- 4 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q4 2017 and 5 closed out, a net change of -1 holder.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q4 2017 was LPL Financial, an estimated $226K added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q4 2017 was United Capital Financial Advisors, an estimated $6.86M sold.
Based on aggregated 13F filings for Q4 2017.