XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

Overview Fund Activity

242 hedge funds and large institutions have $1.28B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 27 closing their positions.

Holders
242
Holders Change
-6
Holders Change %
-2.42%
% of All Funds
3.82%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
22
Increased
104
Reduced
88
Closed
27
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$48.5M
2
FTUS
2
Flow Traders U.S.
New York
$16.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$15.1M
4
Jane Street
4
Jane Street
New York
$13M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$18.1M

Top Sellers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$0
2
GVAG
2
Great Valley Advisor Group
Delaware
$0
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$5.16M
4
HIP
4
HUB Investment Partners
Texas
$0
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$150M 5,384,063 -74,432 -1%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$135M 4,821,546 – –
Bank of America
3
Bank of America
North Carolina
$72.7M 2,601,799 +13,244 +0.5%
VA
4
Valmark Advisers
Ohio
$64.1M 2,292,159 +134,077 +6%
LPL Financial
5
LPL Financial
California
$62.5M 2,237,394 +58,318 +3%
CI
6
Clal Insurance
Israel
$50.6M 1,809,401 -23,460 -1%
UBS Group
7
UBS Group
Switzerland
$48.5M 1,736,930 +664,674 +62%
OIA
8
OneDigital Investment Advisors
Kansas
$41.9M 1,498,230 +185,894 +14%
MIH
9
Meitav Investment House
Israel
$38.3M 1,380,862 +46,270 +3%
Ameriprise
10
Ameriprise
Minnesota
$22.8M 815,007 -107,884 -12%
Charles Schwab
11
Charles Schwab
California
$21.5M 769,482 +23,391 +3%
Stifel Financial
12
Stifel Financial
Missouri
$20.4M 731,293 +276 +0%
KHLMVGHM
13
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$19.9M 713,416 – –
ETS
14
ESL Trust Services
New York
$19.8M 709,987 -300 -0%
Osaic Holdings
15
Osaic Holdings
Arizona
$18.1M 648,494 +207,678 +47%
Legacy Financial Group (Iowa)
16
Legacy Financial Group (Iowa)
Iowa
$17.4M 624,214 +44,060 +8%
FTUS
17
Flow Traders U.S.
New York
$16.9M 604,152 +604,152 New
Citadel Advisors
18
Citadel Advisors
Florida
$15.1M 541,417 +532,560 +6,013%
SA
19
Stewardship Advisors
Pennsylvania
$13.8M 494,949 +7,110 +1%
Jane Street
20
Jane Street
New York
$13M 465,459 +465,459 New
EGWAG
21
Elwood & Goetz Wealth Advisory Group
Georgia
$12.7M 453,265 +14,611 +3%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$12.5M 445,573 +14,175 +3%
PCA
23
Pallas Capital Advisors
Massachusetts
$11.7M 402,311 +58,076 +17%
WSWA
24
Warren Street Wealth Advisors
California
$11.7M 416,855 +10,821 +3%
WP
25
WealthShield Partners
North Carolina
$10.4M 370,323 -11,122 -3%
1
2 3 4 5