WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
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.
1,261% more capital inflows, than outflows
Capital inflows: $186M | Capital outflows: $13.7M
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+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
51.96% more ownership
Funds ownership: 82.38% → 134.34% (+52%)
21% more funds holding
Funds holding: 56 → 68 (+12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$54.9M |
| 2 |
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$48.6M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$22.3M |
| 4 |
Morgan Stanley
New York
|
+$13.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$8.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$6.95M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.32M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.1M |
| 4 |
Advisor Group
Phoenix,
Arizona
|
-$882K |
| 5 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$428K |
XSOE Hedge Fund Activity: Q4 2019 in Review
68 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q4 2019, worth a combined $475M — up 84% from $258M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new XSOE positions and 8 closed out — a net gain of 12 holders — while 26 added to existing stakes and 13 trimmed.
The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $54.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $6.95M sold.
- 68 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q4 2019, up from 56 in Q3 2019.
- Funds reported $475M of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q4 2019, up 84% quarter-over-quarter.
- 20 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q4 2019 and 8 closed out, a net change of +12 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q4 2019 was Migdal Insurance & Financial Holdings, an estimated $54.9M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q4 2019 was Citadel Advisors, an estimated $6.95M sold.
Based on aggregated 13F filings for Q4 2019.