WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
268 hedge funds and large institutions have $1.36B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 148 reducing their positions, and 61 closing their positions.
12.27% less ownership
Funds ownership: 66.24% → 53.97% (-12%)
15% less funds holding
Funds holding: 316 → 268 (-48)
29% less funds holding in top 10
Funds holding in top 10: 21 → 15 (-6)
38% less capital invested
Capital invested by funds: $2.17B → $1.36B (-$814M)
52% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 148
70% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Cantor Fitzgerald
New York
|
+$13.1M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$9.9M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
+$8.4M |
| 4 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
+$6.98M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
-$157M |
| 2 |
Jane Street
New York
|
-$145M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$48.7M |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
-$26.5M |
| 5 |
Morgan Stanley
New York
|
-$19.7M |
XSOE Hedge Fund Activity: Q2 2022 in Review
268 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q2 2022, worth a combined $1.36B — down 38% from $2.17B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of XSOE and 18 opened new positions — a net loss of 43 holders — while 148 trimmed existing stakes and 71 added.
The largest buyer was Cantor Fitzgerald, opening a new position worth an estimated $13.1M. The largest seller was Harel Insurance Investments & Financial Services, exiting entirely with an estimated $157M sold.
- 268 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q2 2022, down from 316 in Q1 2022.
- Funds reported $1.36B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q2 2022, down 38% quarter-over-quarter.
- 18 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q2 2022 and 61 closed out, a net change of -43 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q2 2022 was Cantor Fitzgerald, an estimated $13.1M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q2 2022 was Harel Insurance Investments & Financial Services, an estimated $157M sold.
Based on aggregated 13F filings for Q2 2022.