WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
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.
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: 41 → 49 (+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: 2 → 2 (0)
0.65% less ownership
Funds ownership: 77.48% → 76.82% (-0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.6M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.1M |
| 3 |
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
+$3.25M |
| 4 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$2.95M |
| 5 |
Jane Street
New York
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.48M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.3M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$1.25M |
| 4 |
S
Surevest
Los Angeles,
California
|
-$789K |
| 5 |
SWM
Segment Wealth Management
Houston,
Texas
|
-$452K |
XSOE Hedge Fund Activity: Q2 2019 in Review
49 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q2 2019, worth a combined $251M — up 5.8% from $237M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new XSOE positions and 3 closed out — a net gain of 8 holders — while 20 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.6M. The largest seller was Bank of America, cutting an estimated $3.48M.
- 49 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q2 2019, up from 41 in Q1 2019.
- Funds reported $251M of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q2 2019, up 5.8% quarter-over-quarter.
- 11 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q2 2019 and 3 closed out, a net change of +8 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q2 2019 was Morgan Stanley, an estimated $4.6M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q2 2019 was Bank of America, an estimated $3.48M sold.
Based on aggregated 13F filings for Q2 2019.