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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

327 hedge funds and large institutions have $2.54B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 95 increasing their positions, 132 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 40

7% more funds holding

Funds holding: 307327 (+20)

4% more funds holding in top 10

Funds holding in top 10: 2829 (+1)

2.19% more ownership

Funds ownership: 63.82%66.02% (+2.2%)

7% less capital invested

Capital invested by funds: $2.72B → $2.54B (-$187M)

28% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 132

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $1.01M

Holders
327
Holders Change
+20
Holders Change %
+6.51%
% of All Funds
5.03%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.45%
New
66
Increased
95
Reduced
132
Closed
40
Calls
$2K
Puts
$1.01M
Net Calls
-$1M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$246M -$25.2M -671,037 -9%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$178M +$181M +4,821,446 +4,821,446%
LPL Financial
3
LPL Financial
California
$140M +$6.09M +162,006 +4%
Jane Street
4
Jane Street
New York
$121M -$66.4M -1,766,836 -35%
Bank of America
5
Bank of America
North Carolina
$105M -$17.8M -474,658 -14%
VA
6
Valmark Advisers
Ohio
$92.8M +$4.67M +124,183 +5%
MIFH
7
Migdal Insurance & Financial Holdings
Israel
$76M
MIH
8
Meitav Investment House
Israel
$72.4M +$1.43M +38,048 +2%
CI
9
Clal Insurance
Israel
$71.2M
HSBC Holdings
10
HSBC Holdings
United Kingdom
$58.7M +$5.61M +149,364 +10%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$57.9M -$12.1M -321,981 -17%
OMC
12
Old Mission Capital
Illinois
$51.7M -$9.03M -240,238 -15%
KHLMVGHM
13
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$41.7M
UBS Group
14
UBS Group
Switzerland
$38.3M -$968K -25,745 -2%
Wells Fargo
15
Wells Fargo
California
$32.4M -$28.4M -755,783 -46%
WP
16
WealthPLAN Partners
Nebraska
$28.4M -$760K -20,233 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$28.4M -$44.2M -1,175,603 -60%
Ameriprise
18
Ameriprise
Minnesota
$28.1M +$12.6M +334,269 +78%
TF
19
Tompkins Financial
New York
$27.8M +$601K +15,998 +2%
RIG
20
Roosevelt Investment Group
New York
$26.5M +$1.36M +36,255 +5%
ETS
21
ESL Trust Services
New York
$26.3M -$19.7K -525 -0.1%
BP
22
Ballentine Partners
Massachusetts
$24.8M +$14.9M +395,957 +142%
Stifel Financial
23
Stifel Financial
Missouri
$23.4M -$2.84M -75,634 -11%
5L
24
55I LLC
Massachusetts
$23.4M -$5.25M -139,654 -18%
AF
25
Allworth Financial
California
$22.6M +$23M +612,284 +35,454%