We are live on ! Find out more
XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

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.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $56K | Put options by funds: $37K

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.36% less ownership

Funds ownership: 57.99%57.63% (-0.36%)

4% less funds holding

Funds holding: 242233 (-9)

10% less capital invested

Capital invested by funds: $1.28B → $1.16B (-$124M)

16% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 101

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
3.7%
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
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$129M
Morgan Stanley
2
Morgan Stanley
New York
$122M -$22.3M -793,380 -15%
VA
3
Valmark Advisers
Ohio
$62.6M +$1.51M +53,840 +2%
LPL Financial
4
LPL Financial
California
$59.4M -$291K -10,364 -0.5%
Bank of America
5
Bank of America
North Carolina
$54.6M -$15.6M -553,670 -21%
CI
6
Clal Insurance
Israel
$48.3M
UBS Group
7
UBS Group
Switzerland
$45.5M -$905K -32,201 -2%
OIA
8
OneDigital Investment Advisors
Kansas
$38.7M -$1.35M -48,111 -3%
MIH
9
Meitav Investment House
Israel
$36.7M -$490K -17,431 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$29.5M +$12.8M +456,688 +70%
OMC
11
Old Mission Capital
Illinois
$23.6M +$23.4M +831,647 +1,610%
ETS
12
ESL Trust Services
New York
$20.6M +$1.75M +62,131 +9%
KHLMVGHM
13
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$19.3M
Charles Schwab
14
Charles Schwab
California
$19.3M -$1.33M -47,256 -6%
Stifel Financial
15
Stifel Financial
Missouri
$18.6M -$995K -35,406 -5%
Legacy Financial Group (Iowa)
16
Legacy Financial Group (Iowa)
Iowa
$15.7M -$1.01M -36,096 -6%
Ameriprise
17
Ameriprise
Minnesota
$14.9M -$7.21M -256,592 -31%
EGWAG
18
Elwood & Goetz Wealth Advisory Group
Georgia
$11.4M -$699K -24,857 -5%
WSWA
19
Warren Street Wealth Advisors
California
$11.2M +$123K +4,378 +1%
PCA
20
Pallas Capital Advisors
Massachusetts
$10.9M +$522K +18,570 +5%
JP Morgan Chase
21
JP Morgan Chase
New York
$10.3M -$1.68M -59,792 -13%
Jane Street
22
Jane Street
New York
$10.1M -$2.46M -87,590 -19%
TFA
23
Transamerica Financial Advisors
Florida
$10.1M +$403K +14,330 +4%
HFS
24
Howard Financial Services
Texas
$8.93M +$406K +14,450 +5%
WP
25
WealthShield Partners
North Carolina
$8.89M -$1.04M -37,103 -10%