WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
235 hedge funds and large institutions have $1.28B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 100 reducing their positions, and 24 closing their positions.
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
11% more capital invested
Capital invested by funds: $1.15B → $1.28B (+$128M)
8.14% more ownership
Funds ownership: 56.45% → 64.6% (+8.1%)
3% less funds holding
Funds holding: 242 → 235 (-7)
17% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 24
23% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$67.7M |
| 2 |
Jane Street
New York
|
+$54.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$19M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$17.6M |
| 5 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$22.9M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$20.8M |
| 3 |
Morgan Stanley
New York
|
-$8.12M |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$7.82M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$7.57M |
XSOE Hedge Fund Activity: Q1 2024 in Review
235 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q1 2024, worth a combined $1.28B — up 11% from $1.15B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of XSOE and 20 opened new positions — a net loss of 4 holders — while 100 trimmed existing stakes and 77 added.
The largest buyer was Old Mission Capital, adding an estimated $67.7M. The largest seller was Valmark Advisers, cutting an estimated $22.9M.
- 235 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q1 2024, down from 242 in Q4 2023.
- Funds reported $1.28B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q1 2024, up 11% quarter-over-quarter.
- 20 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q1 2024 and 24 closed out, a net change of -4 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q1 2024 was Old Mission Capital, an estimated $67.7M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q1 2024 was Valmark Advisers, an estimated $22.9M sold.
Based on aggregated 13F filings for Q1 2024.