WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
228 hedge funds and large institutions have $1.13B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 103 reducing their positions, and 23 closing their positions.
3% less funds holding
Funds holding: 235 → 228 (-7)
7.36% less ownership
Funds ownership: 64.6% → 57.24% (-7.4%)
12% less capital invested
Capital invested by funds: $1.28B → $1.13B (-$155M)
13% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 23
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
28% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 103
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$25M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
+$6.73M |
| 3 |
ETS
ESL Trust Services
Rochester,
New York
|
+$2.07M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.8M |
| 5 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$59.7M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$59.6M |
| 3 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
-$30.6M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$14.7M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$10.7M |
XSOE Hedge Fund Activity: Q2 2024 in Review
228 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q2 2024, worth a combined $1.13B — down 12% from $1.28B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of XSOE and 20 opened new positions — a net loss of 3 holders — while 103 trimmed existing stakes and 74 added.
The largest buyer was OneDigital Investment Advisors, adding an estimated $25M. The largest seller was Jane Street, cutting an estimated $59.7M.
- 228 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q2 2024, down from 235 in Q1 2024.
- Funds reported $1.13B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q2 2024, down 12% quarter-over-quarter.
- 20 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q2 2024 and 23 closed out, a net change of -3 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q2 2024 was OneDigital Investment Advisors, an estimated $25M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q2 2024 was Jane Street, an estimated $59.7M sold.
Based on aggregated 13F filings for Q2 2024.