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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

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.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

67% more funds holding in top 10

Funds holding in top 10: 6 → 10 (+4)

26% more funds holding

Funds holding: 68 → 86 (+18)

22% more capital invested

Capital invested by funds: $475M → $578M (+$104M)

4.21% more ownership

Funds ownership: 66.87% → 71.08% (+4.2%)

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
Clal Insurance
Israel
+$62.1M
2
Morgan Stanley
Morgan Stanley
New York
+$27.6M
3
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$21.6M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
+$15.2M
5
DCM
DeGreen Capital Management
Arizona
+$15.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.07M
2
BFA
Beaumont Financial Advisors
Massachusetts
-$7.4M
3
Jane Street
Jane Street
New York
-$3.1M
4
FWM
Frontier Wealth Management
Missouri
-$1.85M
5
S
Surevest
California
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$80.4M +$27.6M +947,930 +40%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$72.7M +$21.6M +740,000 +33%
CI
3
Clal Insurance
Israel
$53.7M +$62.1M +2,131,316 +3,103%
GBBWRPM
4
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$47.2M +$5.04M +172,861 +10%
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$45.8M – – –
Bank of America
6
Bank of America
North Carolina
$32.3M +$4.59M +157,525 +14%
WP
7
WealthPLAN Partners
Nebraska
$20.7M +$311K +10,685 +1%
LPL Financial
8
LPL Financial
California
$16.2M +$9.06M +310,971 +89%
BFG
9
Bouchey Financial Group
New York
$15.4M +$8.08M +277,405 +78%
CFIA
10
Cantor Fitzgerald Investment Advisors
New York
$12.8M +$15.2M +523,209 New
DCM
11
DeGreen Capital Management
Arizona
$12.7M +$15.1M +519,358 New
Wells Fargo
12
Wells Fargo
California
$12.4M +$13.2M +453,181 +800%
TF
13
Tompkins Financial
New York
$11.3M +$370K +12,686 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$10.2M +$1.54M +52,708 +14%
UBS Group
15
UBS Group
Switzerland
$10.1M +$5.77M +198,090 +92%
RIG
16
Roosevelt Investment Group
New York
$8.03M +$9.58M +328,826 New
ETS
17
ESL Trust Services
New York
$7.96M – – –
BRWA
18
B. Riley Wealth Advisors
Florida
$7.02M +$8.37M +287,435 New
WA
19
Waddell & Associates
Tennessee
$6.88M +$8.21M +281,945 New
WMG
20
WESCAP Management Group
California
$6.48M +$7.73M +265,340 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$6.13M +$1.2M +41,222 +20%
EC
22
Estate Counselors
Wisconsin
$6.03M +$7.19M +246,800 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.76M +$957K +32,837 +16%
Stifel Financial
24
Stifel Financial
Missouri
$5.56M -$229K -7,848 -3%
SWM
25
Segment Wealth Management
Texas
$4.47M +$4.8M +164,835 +900%
1
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XSOE Hedge Fund Activity: Q1 2020 in Review

86 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q1 2020, worth a combined $578M — up 22% from $475M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new XSOE positions and 13 closed out — a net gain of 20 holders — while 29 added to existing stakes and 17 trimmed.

The largest buyer was Clal Insurance, adding an estimated $62.1M. The largest seller was Envestnet Asset Management, cutting an estimated $9.07M.

  • 86 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q1 2020, up from 68 in Q4 2019.
  • Funds reported $578M of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q1 2020, up 22% quarter-over-quarter.
  • 33 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q1 2020 and 13 closed out, a net change of +20 holders.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q1 2020 was Clal Insurance, an estimated $62.1M added.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q1 2020 was Envestnet Asset Management, an estimated $9.07M sold.

Based on aggregated 13F filings for Q1 2020.