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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

49 hedge funds and large institutions have $251M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

20% more funds holding

Funds holding: 4149 (+8)

6% more capital invested

Capital invested by funds: $237M → $251M (+$13.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.65% less ownership

Funds ownership: 77.48%76.82% (-0.65%)

Holders
49
Holders Change
+8
Holders Change %
+19.51%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
20
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$51.8M +$4.6M +160,913 +10%
GBBWRPM
2
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$46M +$3.25M +113,642 +8%
Bank of America
3
Bank of America
North Carolina
$24.1M -$3.48M -121,917 -13%
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$16.7M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.8M -$256K -8,976 -2%
TF
6
Tompkins Financial
New York
$12.5M -$28K -979 -0.2%
BFA
7
Beaumont Financial Advisors
Massachusetts
$12M -$1.25M -43,847 -10%
BFG
8
Bouchey Financial Group
New York
$10.5M +$2.95M +103,392 +40%
LPL Financial
9
LPL Financial
California
$9.72M -$114K -3,978 -1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.32M +$499K +17,479 +6%
Stifel Financial
11
Stifel Financial
Missouri
$6.65M +$2.71K +95 +0%
UBS Group
12
UBS Group
Switzerland
$5.78M +$1.24M +43,354 +28%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.19M -$1.3M -45,681 -20%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.94M +$4.1M +143,445 +517%
SI
15
Stephens Inc
Arkansas
$2.61M +$3.57K +125 +0.1%
IDA
16
Intelligence Driven Advisers
California
$2.24M -$57.4K -2,009 -3%
Jane Street
17
Jane Street
New York
$2.22M +$1.7M +59,491 +341%
SPIA
18
Steward Partners Investment Advisory
New York
$2.14M +$22.5K +789 +1%
CCMG
19
Clark Capital Management Group
Pennsylvania
$1.66M +$1.65M +57,617 New
FAIM
20
Financial Advocates Investment Management
Washington
$1.49M +$51.4K +1,801 +4%
S
21
Surevest
California
$1.32M -$789K -27,633 -38%
AG
22
Advisor Group
Arizona
$1.3M +$159K +5,579 +14%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$753K +$21.8K +764 +3%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$742K
IWM
25
IHT Wealth Management
Illinois
$738K +$24.4K +854 +3%