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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

68 hedge funds and large institutions have $475M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

84% more capital invested

Capital invested by funds: $258M → $475M (+$217M)

21% more funds holding

Funds holding: 5668 (+12)

9.76% more ownership

Funds ownership: 57.11%66.87% (+9.8%)

Holders
68
Holders Change
+12
Holders Change %
+21.43%
% of All Funds
1.34%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
20
Increased
26
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$73.2M +$13.4M +459,001 +24%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$69.9M +$48.6M +1,658,000 +286%
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$58.5M +$54.9M +1,874,120 New
GBBWRPM
4
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$54.9M +$363K +12,403 +0.7%
Bank of America
5
Bank of America
North Carolina
$36.3M +$8.8M +300,298 +35%
WP
6
WealthPLAN Partners
Nebraska
$24.3M +$22.3M +762,758 New
TF
7
Tompkins Financial
New York
$14M +$438K +14,963 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$12.9M -$1.1M -37,390 -8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11.4M +$1.51M +51,526 +16%
BFG
10
Bouchey Financial Group
New York
$11.1M -$428K -14,621 -4%
LPL Financial
11
LPL Financial
California
$11M +$405K +13,831 +4%
BFA
12
Beaumont Financial Advisors
Massachusetts
$10.4M -$2.32M -79,103 -19%
ETS
13
ESL Trust Services
New York
$10.3M +$9.63M +328,600 New
Stifel Financial
14
Stifel Financial
Missouri
$7.35M +$150K +5,113 +2%
UBS Group
15
UBS Group
Switzerland
$6.69M +$104K +3,565 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.56M +$209K +7,122 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.34M +$586K +20,014 +11%
Jane Street
18
Jane Street
New York
$5.43M +$4.5M +153,546 +748%
RJA
19
Raymond James & Associates
Florida
$5.26M +$4.93M +168,363 New
SCM
20
Seascape Capital Management
New Hampshire
$4.08M +$3.83M +130,695 New
FWM
21
Frontier Wealth Management
Missouri
$3.3M +$1.98M +67,720 +178%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.61M +$1.71M +58,398 +231%
SPIA
23
Steward Partners Investment Advisory
New York
$2.57M +$107K +3,647 +5%
CI
24
Clal Insurance
Israel
$2.2M +$2.01M +68,684 New
IDA
25
Intelligence Driven Advisers
California
$1.87M -$327K -11,160 -16%