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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 810 (+2)

13% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 84

3% more capital invested

Capital invested by funds: $1.24B → $1.28B (+$42.9M)

1% more funds holding

Funds holding: 246248 (+2)

0.23% less ownership

Funds ownership: 59.26%59.03% (-0.23%)

Holders
248
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
32
Increased
95
Reduced
84
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$152M +$29.1M +1,035,702 +23%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$134M
Bank of America
3
Bank of America
North Carolina
$72.1M +$9.19M +327,351 +14%
LPL Financial
4
LPL Financial
California
$60.7M +$7.5M +266,956 +14%
VA
5
Valmark Advisers
Ohio
$60.1M +$1.25M +44,571 +2%
MIFH
6
Migdal Insurance & Financial Holdings
Israel
$57.4M
CI
7
Clal Insurance
Israel
$51M -$2.81M -100,000 -5%
MIH
8
Meitav Investment House
Israel
$36.9M +$179K +6,390 +0.5%
OIA
9
OneDigital Investment Advisors
Kansas
$36.5M +$28.4M +1,011,761 +337%
UBS Group
10
UBS Group
Switzerland
$29.9M +$2.58M +91,912 +9%
Ameriprise
11
Ameriprise
Minnesota
$25.7M +$9.59M +341,602 +59%
Charles Schwab
12
Charles Schwab
California
$20.8M +$6.93M +246,812 +49%
Stifel Financial
13
Stifel Financial
Missouri
$20.4M +$931K +33,165 +5%
KHLMVGHM
14
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$19.9M
ETS
15
ESL Trust Services
New York
$19.8M -$2.81K -100 -0%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$18.2M -$4.8M -170,994 -21%
Legacy Financial Group (Iowa)
17
Legacy Financial Group (Iowa)
Iowa
$16.2M +$2.1M +74,779 +15%
SA
18
Stewardship Advisors
Pennsylvania
$13.6M +$5.81M +206,870 +74%
GVAG
19
Great Valley Advisor Group
Delaware
$13.5M +$4.07M +144,911 +43%
Osaic Holdings
20
Osaic Holdings
Arizona
$12.3M +$6.07M +216,375 +96%
EGWAG
21
Elwood & Goetz Wealth Advisory Group
Georgia
$12.2M +$1.2M +42,774 +11%
JP Morgan Chase
22
JP Morgan Chase
New York
$12M +$8.11M +288,760 +202%
WSWA
23
Warren Street Wealth Advisors
California
$11.3M +$440K +15,677 +4%
WP
24
WealthShield Partners
North Carolina
$10.6M +$10.7M +381,445 New
BRWA
25
B. Riley Wealth Advisors
Florida
$10.3M -$1.16M -41,352 -10%