WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
56 hedge funds and large institutions have $258M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
85% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 13
14% more funds holding
Funds holding: 49 → 56 (+7)
3% more capital invested
Capital invested by funds: $251M → $258M (+$6.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
19.71% less ownership
Funds ownership: 76.82% → 57.11% (-20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$7.04M |
| 2 |
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
+$4.34M |
| 3 |
Morgan Stanley
New York
|
+$2.57M |
| 4 |
KM
Kalos Management
Alpharetta,
Georgia
|
+$1.26M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$889K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.58M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$1.49M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$823K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$208K |
| 5 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$182K |
XSOE Hedge Fund Activity: Q3 2019 in Review
56 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q3 2019, worth a combined $258M — up 2.7% from $251M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new XSOE positions and 3 closed out — a net gain of 7 holders — while 24 added to existing stakes and 13 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $7.04M. The largest seller was Jane Street, cutting an estimated $1.58M.
- 56 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q3 2019, up from 49 in Q2 2019.
- Funds reported $258M of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q3 2019, up 2.7% quarter-over-quarter.
- 10 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q3 2019 and 3 closed out, a net change of +7 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q3 2019 was Citadel Advisors, an estimated $7.04M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q3 2019 was Jane Street, an estimated $1.58M sold.
Based on aggregated 13F filings for Q3 2019.