We are live on ! Find out more
XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

246 hedge funds and large institutions have $2.34B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 106 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

989% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 9

279% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 28

84% more capital invested

Capital invested by funds: $1.27B → $2.34B (+$1.07B)

62% more funds holding in top 10

Funds holding in top 10: 2134 (+13)

54% more funds holding

Funds holding: 160246 (+86)

0.34% more ownership

Funds ownership: 68.08%68.42% (+0.34%)

Holders
246
Holders Change
+86
Holders Change %
+53.75%
% of All Funds
4.35%
Holding in Top 10
34
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+61.9%
% of All Funds
0.6%
New
98
Increased
106
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$251M +$60.5M +1,644,197 +35%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$183M +$59.9M +1,630,000 +55%
LPL Financial
3
LPL Financial
California
$140M +$20.3M +552,187 +18%
Bank of America
4
Bank of America
North Carolina
$133M +$52.8M +1,435,253 +75%
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$110M +$32.7M +890,000 +47%
CI
6
Clal Insurance
Israel
$81.3M -$268K -7,300 -0.3%
GBBWRPM
7
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$76.7M -$298K -8,100 -0.4%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$62.7M +$58.1M +1,581,494 New
Wells Fargo
9
Wells Fargo
California
$59.9M +$32M +869,974 +136%
PVH
10
Psagot Value Holdings
Israel
$57.3M +$53.1M +1,444,280 New
VA
11
Valmark Advisers
Ohio
$35.3M -$826K -22,459 -2%
KHLMVGHM
12
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$35.2M +$32.6M +887,405 New
WP
13
WealthPLAN Partners
Nebraska
$33.6M +$1.85M +50,432 +7%
UBS Group
14
UBS Group
Switzerland
$32.5M +$1.73M +46,988 +6%
AC
15
Athanor Capital
New York
$29.5M +$27.3M +742,500 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$28.9M +$17.6M +477,694 +191%
5L
17
55I LLC
Massachusetts
$28.1M +$21M +570,137 +409%
TF
18
Tompkins Financial
New York
$27.9M +$685K +18,644 +3%
WA
19
Waddell & Associates
Tennessee
$27.1M +$239K +6,513 +1%
RIG
20
Roosevelt Investment Group
New York
$26.6M +$222K +6,032 +0.9%
ETS
21
ESL Trust Services
New York
$26.6M +$42.3K +1,150 +0.2%
Bank of Nova Scotia
22
Bank of Nova Scotia
Ontario, Canada
$25.4M +$23.5M +639,500 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$24M +$7.05M +191,726 +47%
FTUS
24
Flow Traders U.S.
New York
$21.1M +$4.49M +122,174 +30%
BSW
25
Buckingham Strategic Wealth
Missouri
$20.9M +$19.4M +527,138 New