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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

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.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 88

0% more capital invested

Capital invested by funds: $1.28B → $1.28B (+$5.07M)

1.05% less ownership

Funds ownership: 59.03%57.99% (-1%)

2% less funds holding

Funds holding: 248242 (-6)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
242
Holders Change
-6
Holders Change %
-2.42%
% of All Funds
3.8%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$150M -$2.06M -74,432 -1%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$135M
Bank of America
3
Bank of America
North Carolina
$72.7M +$367K +13,244 +0.5%
VA
4
Valmark Advisers
Ohio
$64.1M +$3.71M +134,077 +6%
LPL Financial
5
LPL Financial
California
$62.5M +$1.61M +58,318 +3%
CI
6
Clal Insurance
Israel
$50.6M -$650K -23,460 -1%
UBS Group
7
UBS Group
Switzerland
$48.5M +$18.4M +664,674 +62%
OIA
8
OneDigital Investment Advisors
Kansas
$41.9M +$5.15M +185,894 +14%
MIH
9
Meitav Investment House
Israel
$38.3M +$1.28M +46,270 +3%
Ameriprise
10
Ameriprise
Minnesota
$22.8M -$2.99M -107,884 -12%
Charles Schwab
11
Charles Schwab
California
$21.5M +$648K +23,391 +3%
Stifel Financial
12
Stifel Financial
Missouri
$20.4M +$7.64K +276 +0%
KHLMVGHM
13
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$19.9M
ETS
14
ESL Trust Services
New York
$19.8M -$8.31K -300 -0%
Osaic Holdings
15
Osaic Holdings
Arizona
$18.1M +$5.75M +207,678 +47%
Legacy Financial Group (Iowa)
16
Legacy Financial Group (Iowa)
Iowa
$17.4M +$1.22M +44,060 +8%
FTUS
17
Flow Traders U.S.
New York
$16.9M +$16.7M +604,152 New
Citadel Advisors
18
Citadel Advisors
Florida
$15.1M +$14.7M +532,560 +6,013%
SA
19
Stewardship Advisors
Pennsylvania
$13.8M +$197K +7,110 +1%
Jane Street
20
Jane Street
New York
$13M +$12.9M +465,459 New
EGWAG
21
Elwood & Goetz Wealth Advisory Group
Georgia
$12.7M +$405K +14,611 +3%
JP Morgan Chase
22
JP Morgan Chase
New York
$12.5M +$393K +14,175 +3%
PCA
23
Pallas Capital Advisors
Massachusetts
$11.7M +$1.61M +58,076 +17%
WSWA
24
Warren Street Wealth Advisors
California
$11.7M +$300K +10,821 +3%
WP
25
WealthShield Partners
North Carolina
$10.4M -$308K -11,122 -3%