WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
43 hedge funds and large institutions have $171M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 7 closing their positions.
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
93% more capital invested
Capital invested by funds: $88.4M → $171M (+$82.1M)
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
34% more funds holding
Funds holding: 32 → 43 (+11)
19.61% more ownership
Funds ownership: 57.95% → 77.56% (+20%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
+$34.6M |
| 2 |
Morgan Stanley
New York
|
+$16.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$15.5M |
| 4 |
TF
Tompkins Financial
Ithaca,
New York
|
+$10.8M |
| 5 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$9.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFIA
Cantor Fitzgerald Investment Advisors
New York
|
-$14.1M |
| 2 |
DCM
DeGreen Capital Management
Scottsdale,
Arizona
|
-$14.1M |
| 3 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$2.75M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$2.19M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.63M |
XSOE Hedge Fund Activity: Q4 2018 in Review
43 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q4 2018, worth a combined $171M — up 93% from $88.4M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new XSOE positions and 7 closed out — a net gain of 12 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Genovese Burford & Brothers Wealth & Retirement Plan Management, opening a new position worth an estimated $34.6M. The largest seller was Cantor Fitzgerald Investment Advisors, exiting entirely with an estimated $14.1M sold.
- 43 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q4 2018, up from 32 in Q3 2018.
- Funds reported $171M of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q4 2018, up 93% quarter-over-quarter.
- 19 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q4 2018 and 7 closed out, a net change of +12 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q4 2018 was Genovese Burford & Brothers Wealth & Retirement Plan Management, an estimated $34.6M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q4 2018 was Cantor Fitzgerald Investment Advisors, an estimated $14.1M sold.
Based on aggregated 13F filings for Q4 2018.