WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
248 hedge funds and large institutions have $1.28B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 95 increasing their positions, 84 reducing their positions, and 23 closing their positions.
39% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 23
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
13% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 84
4% more capital invested
Capital invested by funds: $1.24B → $1.28B (+$46.4M)
1% more funds holding
Funds holding: 246 → 248 (+2)
0.23% less ownership
Funds ownership: 59.26% → 59.03% (-0.23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$29.1M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$28.4M |
| 3 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$10.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.59M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$9.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$45.9M |
| 2 |
Jane Street
New York
|
-$37.5M |
| 3 |
TF
Tompkins Financial
Ithaca,
New York
|
-$17.3M |
| 4 |
FSC
Full Sail Capital
Oklahoma City,
Oklahoma
|
-$14.3M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$7.85M |
XSOE Hedge Fund Activity: Q1 2023 in Review
248 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q1 2023, worth a combined $1.28B — up 3.7% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new XSOE positions and 23 closed out — a net gain of 9 holders — while 95 added to existing stakes and 84 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $29.1M. The largest seller was Old Mission Capital, cutting an estimated $45.9M.
- 248 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q1 2023, up from 246 in Q4 2022.
- Funds reported $1.28B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q1 2023, up 3.7% quarter-over-quarter.
- 32 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q1 2023 and 23 closed out, a net change of +9 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q1 2023 was Morgan Stanley, an estimated $29.1M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q1 2023 was Old Mission Capital, an estimated $45.9M sold.
Based on aggregated 13F filings for Q1 2023.