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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
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Overview Fund Activity

86 hedge funds and large institutions have $578M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 13 closing their positions.

Holders
86
Holders Change
+18
Holders Change %
+26.47%
% of All Funds
1.9%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
33
Increased
29
Reduced
17
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CI
1
Clal Insurance
Israel
$53.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$80.4M
3
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$72.7M
4
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$12.8M
5
DCM
5
DeGreen Capital Management
Arizona
$12.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.46M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$1.9M
3
Jane Street
3
Jane Street
New York
$1.65M
4
FWM
4
Frontier Wealth Management
Missouri
$1.03M
5
S
5
Surevest
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$80.4M 3,292,772 +947,930 +40%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$72.7M 2,978,000 +740,000 +33%
CI
3
Clal Insurance
Israel
$53.7M 2,200,000 +2,131,316 +3,103%
GBBWRPM
4
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$47.2M 1,932,024 +172,861 +10%
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$45.8M 1,874,120 – –
Bank of America
6
Bank of America
North Carolina
$32.3M 1,320,791 +157,525 +14%
WP
7
WealthPLAN Partners
Nebraska
$20.7M 773,443 +10,685 +1%
LPL Financial
8
LPL Financial
California
$16.2M 661,946 +310,971 +89%
BFG
9
Bouchey Financial Group
New York
$15.4M 632,137 +277,405 +78%
CFIA
10
Cantor Fitzgerald Investment Advisors
New York
$12.8M 523,209 +523,209 New
DCM
11
DeGreen Capital Management
Arizona
$12.7M 519,358 +519,358 New
Wells Fargo
12
Wells Fargo
California
$12.4M 509,809 +453,181 +800%
TF
13
Tompkins Financial
New York
$11.3M 461,936 +12,686 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$10.2M 417,935 +52,708 +14%
UBS Group
15
UBS Group
Switzerland
$10.1M 412,329 +198,090 +92%
RIG
16
Roosevelt Investment Group
New York
$8.03M 328,826 +328,826 New
ETS
17
ESL Trust Services
New York
$7.97M 328,600 – –
BRWA
18
B. Riley Wealth Advisors
Florida
$7.02M 287,435 +287,435 New
WA
19
Waddell & Associates
Tennessee
$6.89M 281,945 +281,945 New
WMG
20
WESCAP Management Group
California
$6.48M 265,340 +265,340 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$6.14M 251,237 +41,222 +20%
EC
22
Estate Counselors
Wisconsin
$6.03M 246,800 +246,800 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.76M 235,773 +32,837 +16%
Stifel Financial
24
Stifel Financial
Missouri
$5.56M 227,578 -7,848 -3%
SWM
25
Segment Wealth Management
Texas
$4.47M 183,145 +164,835 +900%
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