WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
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.
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: 9 → 9 (0)
0.36% less ownership
Funds ownership: 57.99% → 57.63% (-0.36%)
4% less funds holding
Funds holding: 242 → 233 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$23.4M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.8M |
| 3 |
FA
Fermata Advisors
Sonoma,
California
|
+$5.34M |
| 4 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$2.84M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$22.3M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$16.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$15.6M |
| 4 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$10.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$8.23M |
XSOE Hedge Fund Activity: Q3 2023 in Review
233 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q3 2023, worth a combined $1.16B — down 9.7% from $1.28B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of XSOE and 12 opened new positions — a net loss of 7 holders — while 101 trimmed existing stakes and 85 added.
The largest buyer was Old Mission Capital, adding an estimated $23.4M. The largest seller was Morgan Stanley, cutting an estimated $22.3M.
- 233 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q3 2023, down from 242 in Q2 2023.
- Funds reported $1.16B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q3 2023, down 9.7% quarter-over-quarter.
- 12 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q3 2023 and 19 closed out, a net change of -7 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q3 2023 was Old Mission Capital, an estimated $23.4M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q3 2023 was Morgan Stanley, an estimated $22.3M sold.
Based on aggregated 13F filings for Q3 2023.