We are live on ! Find out more
XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

305 hedge funds and large institutions have $3.27B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2021 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 144 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 12

148% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 58

40% more capital invested

Capital invested by funds: $2.34B → $3.27B (+$937M)

24% more funds holding

Funds holding: 246305 (+59)

15% more funds holding in top 10

Funds holding in top 10: 3439 (+5)

0.41% more ownership

Funds ownership: 68.42%68.83% (+0.41%)

Holders
305
Holders Change
+59
Holders Change %
+23.98%
% of All Funds
5.36%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.68%
New
75
Increased
144
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$321M +$66.2M +1,566,315 +25%
LPL Financial
2
LPL Financial
California
$190M +$47.7M +1,129,689 +32%
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$190M +$170M +4,020,180 +629%
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$188M
CI
5
Clal Insurance
Israel
$168M +$81.4M +1,927,561 +88%
Bank of America
6
Bank of America
North Carolina
$158M +$22.5M +533,184 +16%
AssetMark Inc
7
AssetMark Inc
California
$145M +$149M +3,535,711 +15,765%
MIFH
8
Migdal Insurance & Financial Holdings
Israel
$112M
Jane Street
9
Jane Street
New York
$80.6M +$78.7M +1,863,654 +1,580%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$72.7M +$8.62M +204,019 +13%
Wells Fargo
11
Wells Fargo
California
$67.6M +$6.35M +150,395 +10%
PVH
12
Psagot Value Holdings
Israel
$67M +$8.56M +202,608 +14%
VA
13
Valmark Advisers
Ohio
$45.1M +$9.3M +220,259 +25%
UBS Group
14
UBS Group
Switzerland
$43.4M +$10.4M +245,605 +30%
KHLMVGHM
15
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$43.3M +$7.49M +177,255 +20%
AC
16
Athanor Capital
New York
$37.2M +$7.27M +172,000 +23%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$37.1M +$37.3M +882,576 +3,113%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$33.1M +$3.62M +85,714 +12%
WP
19
WealthPLAN Partners
Nebraska
$33M +$1.44M +34,203 +4%
5L
20
55I LLC
Massachusetts
$31.8M +$3.02M +71,451 +10%
PF
21
Phoenix Financial
Israel
$29.3M +$19.4M +458,447 +176%
TF
22
Tompkins Financial
New York
$29.1M +$467K +11,045 +2%
WA
23
Waddell & Associates
Tennessee
$28.5M +$758K +17,934 +3%
RIG
24
Roosevelt Investment Group
New York
$27.9M +$652K +15,429 +2%
Osaic Holdings
25
Osaic Holdings
Arizona
$27.9M +$15.4M +363,817 +113%