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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

27 hedge funds and large institutions have $41.5M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

951% more capital invested

Capital invested by funds: $3.95M → $41.5M (+$37.5M)

238% more funds holding

Funds holding: 827 (+19)

19.44% more ownership

Funds ownership: 24.8%44.24% (+19%)

Holders
27
Holders Change
+19
Holders Change %
+237.5%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
6
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1
Bouchey Financial Group
New York
$11.7M +$12M +360,300 New
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$6.79M +$6.97M +210,000 New
Jane Street
3
Jane Street
New York
$5.6M +$4.65M +140,207 +424%
Citadel Advisors
4
Citadel Advisors
Florida
$3.03M +$3.11M +93,583 New
Morgan Stanley
5
Morgan Stanley
New York
$2.98M +$3.06M +92,070 New
BTS
6
BB&T Securities
Virginia
$2.32M +$315K +9,497 +15%
RFM
7
Royal Fund Management
Florida
$1.65M +$1.63M +49,111 +2,405%
FAIM
8
Financial Advocates Investment Management
Washington
$1.35M +$1.39M +41,730 New
LPL Financial
9
LPL Financial
California
$1.29M +$569K +17,132 +75%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.11M +$1.14M +34,436 New
CP
11
Castleview Partners
Texas
$1.04M +$1.07M +32,313 New
NFG
12
Next Financial Group
Texas
$541K +$555K +16,728 New
Bank of America
13
Bank of America
North Carolina
$501K +$501K +15,084 +3,697%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$485K +$498K +14,991 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$386K +$397K +11,954 New
PAS
16
Partnervest Advisory Services
California
$254K +$261K +7,850 New
SC
17
Scotia Capital
Ontario, Canada
$214K +$219K +6,604 New
IA
18
IFP Advisors
Florida
$92K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$51K +$51.9K +1,565 New
CAL
20
Capital Advisors Ltd
Ohio
$50K +$50.9K +1,533 New
AG
21
Advisor Group
Arizona
$39K +$39.6K +1,194 New
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$16K +$17K +511 +6,388%
PS
24
Portfolio Strategies
New York
$10K +$9.96K +300 New
UBS Group
25
UBS Group
Switzerland
$5K +$5.08K +153 New

XSOE Hedge Fund Activity: Q1 2018 in Review

27 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q1 2018, worth a combined $41.5M — up 951% from $3.95M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new XSOE positions and 0 closed out — a net gain of 19 holders — while 6 added to existing stakes and 0 trimmed.

The largest buyer was Bouchey Financial Group, opening a new position worth an estimated $12M.

  • 27 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q1 2018, up from 8 in Q4 2017.
  • Funds reported $41.5M of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q1 2018, up 951% quarter-over-quarter.
  • 19 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q1 2018 and 0 closed out, a net change of +19 holders.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q1 2018 was Bouchey Financial Group, an estimated $12M added.

Based on aggregated 13F filings for Q1 2018.