WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
242 hedge funds and large institutions have $1.15B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 115 reducing their positions, and 29 closing their positions.
41% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 29
4% more funds holding
Funds holding: 233 → 242 (+9)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
1% less capital invested
Capital invested by funds: $1.16B → $1.15B (-$6.49M)
1.18% less ownership
Funds ownership: 57.63% → 56.45% (-1.2%)
43% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 115
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$5.42M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$2.45M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$2.4M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.01M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$17.4M |
| 2 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$15.1M |
| 3 |
Morgan Stanley
New York
|
-$14.3M |
| 4 |
VPP
Vertex Planning Partners
Downers Grove,
Illinois
|
-$6.96M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.58M |
XSOE Hedge Fund Activity: Q4 2023 in Review
242 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q4 2023, worth a combined $1.15B — down 0.56% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new XSOE positions and 29 closed out — a net gain of 12 holders — while 65 added to existing stakes and 115 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $5.42M. The largest seller was LPL Financial, cutting an estimated $17.4M.
- 242 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q4 2023, up from 233 in Q3 2023.
- Funds reported $1.15B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q4 2023, down 0.56% quarter-over-quarter.
- 41 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q4 2023 and 29 closed out, a net change of +12 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q4 2023 was JP Morgan Chase, an estimated $5.42M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q4 2023 was LPL Financial, an estimated $17.4M sold.
Based on aggregated 13F filings for Q4 2023.