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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

160 hedge funds and large institutions have $1.27B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,267% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 3

89% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 36

41% more capital invested

Capital invested by funds: $900M → $1.27B (+$370M)

31% more funds holding

Funds holding: 122160 (+38)

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

0.74% more ownership

Funds ownership: 67.34%68.08% (+0.74%)

Holders
160
Holders Change
+38
Holders Change %
+31.15%
% of All Funds
3.23%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.42%
New
41
Increased
68
Reduced
36
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$157M +$36M +1,082,703 +30%
LPL Financial
2
LPL Financial
California
$101M +$53.6M +1,613,527 +118%
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$100M
CI
4
Clal Insurance
Israel
$74.1M
GBBWRPM
5
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$65.4M -$1.02M -30,687 -2%
Bank of America
6
Bank of America
North Carolina
$64.5M +$7.61M +229,092 +14%
MIFH
7
Migdal Insurance & Financial Holdings
Israel
$63.1M
VA
8
Valmark Advisers
Ohio
$30.7M +$29.9M +898,999 +7,298%
WP
9
WealthPLAN Partners
Nebraska
$26.2M -$1.26M -37,812 -5%
UBS Group
10
UBS Group
Switzerland
$26M +$8.9M +267,976 +53%
TF
11
Tompkins Financial
New York
$23.1M +$400K +12,037 +2%
WA
12
Waddell & Associates
Tennessee
$22.8M +$191K +5,735 +0.9%
ETS
13
ESL Trust Services
New York
$22.5M +$26.6K +800 +0.1%
RIG
14
Roosevelt Investment Group
New York
$22.4M -$266K -8,012 -1%
Wells Fargo
15
Wells Fargo
California
$21.6M +$5.13M +154,382 +32%
Jane Street
16
Jane Street
New York
$19.1M +$4M +120,441 +27%
BFM
17
Boston Financial Management
Massachusetts
$15.2M +$571K +17,188 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$13.9M +$5.71M +171,861 +72%
FTUS
19
Flow Traders U.S.
New York
$13.8M +$13.6M +408,500 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$13.7M -$864K -26,022 -6%
DCM
21
DeGreen Capital Management
Arizona
$12.5M -$607K -18,282 -5%
WMG
22
WESCAP Management Group
California
$12.2M +$451K +13,580 +4%
CFIA
23
Cantor Fitzgerald Investment Advisors
New York
$11.9M
BRWA
24
B. Riley Wealth Advisors
Florida
$11.7M +$495K +14,911 +4%
FHC
25
First Heartland Consultants
Missouri
$10.1M +$5.95M +179,161 +150%