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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 4956 (+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: 22 (0)

19.71% less ownership

Funds ownership: 76.82%57.11% (-20%)

Holders
56
Holders Change
+7
Holders Change %
+14.29%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
24
Reduced
13
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
$52.1M +$2.57M +91,778 +5%
GBBWRPM
2
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$48.3M +$4.34M +154,819 +10%
Bank of America
3
Bank of America
North Carolina
$23.9M +$798K +28,484 +3%
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$16M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.4M -$823K -29,351 -6%
TF
6
Tompkins Financial
New York
$12M +$3.39K +121 +0%
BFA
7
Beaumont Financial Advisors
Massachusetts
$11.4M -$127K -4,537 -1%
BFG
8
Bouchey Financial Group
New York
$10.2M +$182K +6,496 +2%
LPL Financial
9
LPL Financial
California
$9.32M +$8.44K +301 +0.1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.67M +$717K +25,601 +9%
Citadel Advisors
11
Citadel Advisors
Florida
$6.95M +$7.04M +251,180 New
Stifel Financial
12
Stifel Financial
Missouri
$6.37M -$3.62K -129 -0.1%
UBS Group
13
UBS Group
Switzerland
$5.83M +$298K +10,643 +5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$5.61M +$889K +31,709 +19%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.06M +$86.8K +3,096 +2%
SPIA
16
Steward Partners Investment Advisory
New York
$2.17M +$130K +4,656 +6%
IDA
17
Intelligence Driven Advisers
California
$1.96M -$182K -6,491 -8%
CCMG
18
Clark Capital Management Group
Pennsylvania
$1.58M -$16.3K -583 -1%
FAIM
19
Financial Advocates Investment Management
Washington
$1.47M +$44.6K +1,591 +3%
S
20
Surevest
California
$1.25M -$18.1K -646 -1%
AG
21
Advisor Group
Arizona
$1.25M +$6.98K +249 +0.6%
KM
22
Kalos Management
Georgia
$1.24M +$1.26M +44,815 New
IA
23
IFP Advisors
Florida
$1.14M +$1.16M +41,540 New
FWM
24
Frontier Wealth Management
Missouri
$1.05M +$469K +16,741 +79%
SI
25
Stephens Inc
Arkansas
$1.03M -$1.49M -53,104 -59%