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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

122 hedge funds and large institutions have $900M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 14

167% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 18

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

56% more capital invested

Capital invested by funds: $578M → $900M (+$322M)

42% more funds holding

Funds holding: 86122 (+36)

3.74% less ownership

Funds ownership: 71.08%67.34% (-3.7%)

Holders
122
Holders Change
+36
Holders Change %
+41.86%
% of All Funds
2.5%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.35%
New
50
Increased
48
Reduced
18
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$107M +$8.09M +295,945 +9%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$89.1M
CI
3
Clal Insurance
Israel
$65.8M
GBBWRPM
4
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$59M +$1.13M +41,417 +2%
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$56.1M
Bank of America
6
Bank of America
North Carolina
$50.4M +$9.99M +365,510 +28%
LPL Financial
7
LPL Financial
California
$41M +$19.4M +710,145 +107%
WP
8
WealthPLAN Partners
Nebraska
$25.4M -$271K -9,910 -1%
RIG
9
Roosevelt Investment Group
New York
$20.1M +$9.42M +344,426 +105%
TF
10
Tompkins Financial
New York
$20.1M +$5.77M +211,107 +46%
WA
11
Waddell & Associates
Tennessee
$20M +$10.6M +388,104 +138%
ETS
12
ESL Trust Services
New York
$20M +$9.3M +339,980 +103%
UBS Group
13
UBS Group
Switzerland
$15.1M +$2.54M +92,850 +23%
Wells Fargo
14
Wells Fargo
California
$14.5M -$652K -23,861 -5%
Jane Street
15
Jane Street
New York
$13.4M +$10.4M +379,745 +561%
BFM
16
Boston Financial Management
Massachusetts
$13M +$11.9M +434,193 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$13M +$444K +16,253 +4%
CFIA
18
Cantor Fitzgerald Investment Advisors
New York
$11.9M -$3.45M -126,254 -24%
DCM
19
DeGreen Capital Management
Arizona
$11.6M -$3.57M -130,585 -25%
BRWA
20
B. Riley Wealth Advisors
Florida
$10.6M +$1.79M +65,316 +23%
WMG
21
WESCAP Management Group
California
$10.4M +$2.25M +82,176 +31%
SL
22
Systelligence LLC
Minnesota
$10.2M +$9.32M +341,040 New
CFG
23
Cooper Financial Group
California
$8.56M +$7.82M +286,166 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$7.85M +$4.42M +161,627 +160%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$7.59M +$65.2K +2,385 +0.9%