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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

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, 78 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

2.4% more ownership

Funds ownership: 62.19%64.6% (+2.4%)

1% more capital invested

Capital invested by funds: $1.27B → $1.28B (+$10.9M)

3% less funds holding

Funds holding: 242235 (-7)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

22% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 100

Holders
235
Holders Change
-7
Holders Change %
-2.89%
% of All Funds
3.39%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
20
Increased
78
Reduced
100
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$142M
Morgan Stanley
2
Morgan Stanley
New York
$111M -$124M -4,349,956 -54%
OMC
3
Old Mission Capital
Illinois
$89.2M +$67.7M +2,374,466 +364%
Jane Street
4
Jane Street
New York
$62.4M +$54.1M +1,897,749 +855%
Bank of America
5
Bank of America
North Carolina
$59.4M +$3.84M +134,755 +7%
CI
6
Clal Insurance
Israel
$53.3M
VA
7
Valmark Advisers
Ohio
$46.3M -$22.9M -804,913 -34%
UBS Group
8
UBS Group
Switzerland
$45.3M -$1.67M -58,642 -4%
LPL Financial
9
LPL Financial
California
$41.6M -$5.01M -175,880 -11%
MIH
10
Meitav Investment House
Israel
$40.2M +$131K +4,598 +0.3%
ETS
11
ESL Trust Services
New York
$26.8M +$3.92M +137,632 +18%
Wells Fargo
12
Wells Fargo
California
$25.5M +$17.6M +617,137 +249%
Osaic Holdings
13
Osaic Holdings
Arizona
$25M -$5.14M -180,214 -18%
OIA
14
OneDigital Investment Advisors
Kansas
$23.3M -$20.8M -730,639 -48%
Charles Schwab
15
Charles Schwab
California
$21.6M +$114K +4,015 +0.5%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$21.2M +$19M +667,883 +1,321%
KHLMVGHM
17
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$21M
Legacy Financial Group (Iowa)
18
Legacy Financial Group (Iowa)
Iowa
$18.9M +$17.3M +608,483 +1,854%
JP Morgan Chase
19
JP Morgan Chase
New York
$16.2M -$953K -33,450 -6%
Stifel Financial
20
Stifel Financial
Missouri
$16.1M -$747K -26,201 -5%
EGWAG
21
Elwood & Goetz Wealth Advisory Group
Georgia
$14M +$921K +32,307 +7%
WSWA
22
Warren Street Wealth Advisors
California
$13.7M +$760K +26,679 +6%
TFA
23
Transamerica Financial Advisors
Florida
$11.2M +$906K +31,782 +9%
HFS
24
Howard Financial Services
Texas
$10.9M +$247K +8,669 +2%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$10.5M +$10.2M +356,178 New