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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

32 hedge funds and large institutions have $88.4M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

41% more capital invested

Capital invested by funds: $62.9M → $88.4M (+$25.5M)

13.37% more ownership

Funds ownership: 44.58% → 57.95% (+13%)

10% more funds holding

Funds holding: 29 → 32 (+3)

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFIA
Cantor Fitzgerald Investment Advisors
New York
+$14.5M
2
DCM
DeGreen Capital Management
Arizona
+$14.4M
3
Morgan Stanley
Morgan Stanley
New York
+$3.88M
4
SPIA
Steward Partners Investment Advisory
New York
+$2.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.25M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$5.51M
2
Jane Street
Jane Street
New York
-$2.83M
3
RFM
Royal Fund Management
Florida
-$1.95M
4
BFG
Bouchey Financial Group
New York
-$592K
5
NFG
Next Financial Group
Texas
-$475K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.5M +$3.88M +134,205 +19%
CFIA
2
Cantor Fitzgerald Investment Advisors
New York
$14.1M +$14.5M +500,421 New
DCM
3
DeGreen Capital Management
Arizona
$14.1M +$14.4M +498,659 New
BFG
4
Bouchey Financial Group
New York
$10.4M -$592K -20,448 -5%
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$5.93M – – –
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.17M +$202K +6,981 +4%
BTS
7
BB&T Securities
Virginia
$2.19M +$37K +1,278 +2%
SPIA
8
Steward Partners Investment Advisory
New York
$2.15M +$2.2M +75,917 New
Bank of America
9
Bank of America
North Carolina
$1.73M +$1.17M +40,343 +194%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.63M +$1.25M +43,320 +304%
FAIM
11
Financial Advocates Investment Management
Washington
$1.42M +$127K +4,375 +10%
LPL Financial
12
LPL Financial
California
$1.05M -$142K -4,894 -12%
UBS Group
13
UBS Group
Switzerland
$860K +$880K +30,415 +101,383%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$845K +$475K +16,421 +122%
AW
15
ACG Wealth
Georgia
$697K +$714K +24,670 New
FWM
16
Frontier Wealth Management
Missouri
$616K +$156K +5,385 +33%
SI
17
Stephens Inc
Arkansas
$553K +$566K +19,566 New
Victory Capital Management
18
Victory Capital Management
Texas
$325K – – –
AF
19
Advisornet Financial
Minnesota
$275K +$186K +6,423 +194%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$235K -$292K -10,100 -55%
PAS
21
Partnervest Advisory Services
California
$222K – – –
IA
22
IFP Advisors
Florida
$140K – – –
BAM
23
Belpointe Asset Management
Nevada
$112K +$115K +3,980 New
AG
24
Advisor Group
Arizona
$73K +$39.9K +1,380 +112%
CAL
25
Capital Advisors Ltd
Ohio
$48K – – –
1
2

XSOE Hedge Fund Activity: Q3 2018 in Review

32 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q3 2018, worth a combined $88.4M — up 41% from $62.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XSOE positions and 5 closed out — a net gain of 3 holders — while 12 added to existing stakes and 4 trimmed.

The largest buyer was Cantor Fitzgerald Investment Advisors, opening a new position worth an estimated $14.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $5.51M sold.

  • 32 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q3 2018, up from 29 in Q2 2018.
  • Funds reported $88.4M of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q3 2018, up 41% quarter-over-quarter.
  • 8 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q3 2018 and 5 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q3 2018 was Cantor Fitzgerald Investment Advisors, an estimated $14.5M added.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q3 2018 was Citadel Advisors, an estimated $5.51M sold.

Based on aggregated 13F filings for Q3 2018.