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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
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Overview Fund Activity

242 hedge funds and large institutions have $1.27B 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, 66 increasing their positions, 114 reducing their positions, and 29 closing their positions.

Holders
242
Holders Change
+9
Holders Change %
+3.86%
% of All Funds
3.55%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
41
Increased
66
Reduced
114
Closed
29
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$16K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$235M
2
AFTS
2
American Financial & Tax Strategies
New York
$7.83M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$16.9M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$6.97M
5
FTUS
5
Flow Traders U.S.
New York
$2.95M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$45.9M
2
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$948K
3
Ameriprise
3
Ameriprise
Minnesota
$9.18M
4
VPP
4
Vertex Planning Partners
Illinois
$0
5
OMC
5
Old Mission Capital
Illinois
$18.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$235M 8,130,126 +3,539,443 +77%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$139M 4,821,546 – –
VA
3
Valmark Advisers
Ohio
$68.7M 2,378,045 +32,046 +1%
Bank of America
4
Bank of America
North Carolina
$54.4M 1,882,846 -165,283 -8%
CI
5
Clal Insurance
Israel
$52.3M 1,809,401 – –
UBS Group
6
UBS Group
Switzerland
$46.1M 1,595,800 -108,929 -6%
LPL Financial
7
LPL Financial
California
$45.9M 1,589,153 -637,877 -29%
OIA
8
OneDigital Investment Advisors
Kansas
$44M 1,523,164 +73,045 +5%
MIH
9
Meitav Investment House
Israel
$39.3M 1,359,178 -4,253 -0.3%
Osaic Holdings
10
Osaic Holdings
Arizona
$29.7M 1,028,988 -76,194 -7%
ETS
11
ESL Trust Services
New York
$22.3M 770,807 -1,311 -0.2%
Charles Schwab
12
Charles Schwab
California
$21.1M 730,653 +8,427 +1%
KHLMVGHM
13
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$20.6M 713,416 – –
OMC
14
Old Mission Capital
Illinois
$18.8M 652,257 -231,046 -26%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$16.9M 584,843 +199,062 +52%
Stifel Financial
16
Stifel Financial
Missouri
$16.5M 572,749 -123,138 -18%
EGWAG
17
Elwood & Goetz Wealth Advisory Group
Georgia
$12.8M 444,536 +16,128 +4%
WSWA
18
Warren Street Wealth Advisors
California
$12.7M 438,266 +17,033 +4%
HFS
19
Howard Financial Services
Texas
$10.4M 360,067 +25,295 +8%
TFA
20
Transamerica Financial Advisors
Florida
$10.1M 349,150 -28,117 -7%
Ameriprise
21
Ameriprise
Minnesota
$9.18M 316,632 -241,783 -43%
WP
22
WealthShield Partners
North Carolina
$9.16M 317,242 -15,978 -5%
BWM
23
Bulltick Wealth Management
Florida
$8.7M 301,391 -9,105 -3%
EWM
24
Evermay Wealth Management
Virginia
$8.41M 291,143 +28,854 +11%
LPAM
25
Lodestar Private Asset Management
California
$8.03M 277,994 +20,225 +8%
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