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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 3243 (+11)

19.61% more ownership

Funds ownership: 57.95%77.56% (+20%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
43
Holders Change
+11
Holders Change %
+34.38%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
13
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.3M +$16.3M +626,945 +75%
GBBWRPM
2
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$33.9M +$34.6M +1,327,206 New
Bank of America
3
Bank of America
North Carolina
$16.7M +$15.5M +593,851 +972%
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$14.8M +$9.64M +370,000 +176%
TF
5
Tompkins Financial
New York
$10.6M +$10.8M +414,907 New
LPL Financial
6
LPL Financial
California
$8.89M +$8.09M +310,549 +836%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.76M +$6.11M +234,468 +784%
BFG
8
Bouchey Financial Group
New York
$6.67M -$2.75M -105,626 -29%
Stifel Financial
9
Stifel Financial
Missouri
$5.33M +$5.43M +208,392 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.29M -$395K -15,162 -8%
BFA
11
Beaumont Financial Advisors
Massachusetts
$3.85M +$3.93M +150,677 New
UBS Group
12
UBS Group
Switzerland
$3.12M +$2.39M +91,792 +302%
SI
13
Stephens Inc
Arkansas
$2.31M +$1.84M +70,741 +362%
SPIA
14
Steward Partners Investment Advisory
New York
$2.16M +$228K +8,761 +12%
S
15
Surevest
California
$1.95M +$1.99M +76,168 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.62M +$1.65M +63,352 New
IDA
17
Intelligence Driven Advisers
California
$1.61M +$1.64M +62,920 New
Jane Street
18
Jane Street
New York
$1.38M +$1.41M +53,994 New
FAIM
19
Financial Advocates Investment Management
Washington
$1.28M -$4.95K -190 -0.4%
FWM
20
Frontier Wealth Management
Missouri
$609K +$53K +2,033 +9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$609K +$404K +15,495 +186%
AG
22
Advisor Group
Arizona
$571K +$514K +19,721 +756%
NFG
23
Next Financial Group
Texas
$568K +$579K +22,221 New
AW
24
ACG Wealth
Georgia
$556K -$75.9K -2,910 -12%
IWM
25
IHT Wealth Management
Illinois
$480K +$490K +18,787 New