XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

Overview Fund Activity

233 hedge funds and large institutions have $1.16B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 85 increasing their positions, 101 reducing their positions, and 19 closing their positions.

Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
3.72%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
12
Increased
85
Reduced
101
Closed
19
Calls
$56K
Puts
$37K
Net Calls
+$19K
Net Calls Change
+$16K

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$23.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$29.5M
3
FA
3
Fermata Advisors
California
$7.74M
4
MOS
4
MGO One Seven
Ohio
$4.81M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$122M
2
FTUS
2
Flow Traders U.S.
New York
$370K
3
Bank of America
3
Bank of America
North Carolina
$54.6M
4
SA
4
Stewardship Advisors
Pennsylvania
$3.11M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.63M
Name Market Value Shares Shares
Change 		Shares
Change %
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$129M 4,821,546 – –
Morgan Stanley
2
Morgan Stanley
New York
$122M 4,590,683 -793,380 -15%
VA
3
Valmark Advisers
Ohio
$62.6M 2,345,999 +53,840 +2%
LPL Financial
4
LPL Financial
California
$59.4M 2,227,030 -10,364 -0.5%
Bank of America
5
Bank of America
North Carolina
$54.6M 2,048,129 -553,670 -21%
CI
6
Clal Insurance
Israel
$48.3M 1,809,401 – –
UBS Group
7
UBS Group
Switzerland
$45.5M 1,704,729 -32,201 -2%
OIA
8
OneDigital Investment Advisors
Kansas
$38.7M 1,450,119 -48,111 -3%
MIH
9
Meitav Investment House
Israel
$36.7M 1,363,431 -17,431 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$29.5M 1,105,182 +456,688 +70%
OMC
11
Old Mission Capital
Illinois
$23.6M 883,303 +831,647 +1,610%
ETS
12
ESL Trust Services
New York
$20.6M 772,118 +62,131 +9%
KHLMVGHM
13
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$19.3M 713,416 – –
Charles Schwab
14
Charles Schwab
California
$19.3M 722,226 -47,256 -6%
Stifel Financial
15
Stifel Financial
Missouri
$18.6M 695,887 -35,406 -5%
Legacy Financial Group (Iowa)
16
Legacy Financial Group (Iowa)
Iowa
$15.7M 588,118 -36,096 -6%
Ameriprise
17
Ameriprise
Minnesota
$14.9M 558,415 -256,592 -31%
EGWAG
18
Elwood & Goetz Wealth Advisory Group
Georgia
$11.4M 428,408 -24,857 -5%
WSWA
19
Warren Street Wealth Advisors
California
$11.2M 421,233 +4,378 +1%
PCA
20
Pallas Capital Advisors
Massachusetts
$10.9M 420,881 +18,570 +5%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$10.3M 385,781 -59,792 -13%
Jane Street
22
Jane Street
New York
$10.1M 377,869 -87,590 -19%
TFA
23
Transamerica Financial Advisors
Florida
$10.1M 377,267 +14,330 +4%
HFS
24
Howard Financial Services
Texas
$8.93M 334,772 +14,450 +5%
WP
25
WealthShield Partners
North Carolina
$8.89M 333,220 -37,103 -10%
1
2 3 4 5