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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

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.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 235228 (-7)

6.19% less ownership

Funds ownership: 64.6%58.4% (-6.2%)

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: 119 (-2)

28% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 103

Holders
228
Holders Change
-7
Holders Change %
-2.98%
% of All Funds
3.29%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
20
Increased
74
Reduced
103
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$116M -$30.6M -1,020,000 -21%
Morgan Stanley
2
Morgan Stanley
New York
$107M -$9M -299,840 -8%
Bank of America
3
Bank of America
North Carolina
$62.4M +$590K +19,681 +1%
CI
4
Clal Insurance
Israel
$55.4M
OIA
5
OneDigital Investment Advisors
Kansas
$49.8M +$25M +832,551 +105%
VA
6
Valmark Advisers
Ohio
$47.6M -$568K -18,927 -1%
UBS Group
7
UBS Group
Switzerland
$47.4M +$280K +9,333 +0.6%
LPL Financial
8
LPL Financial
California
$41.7M -$1.59M -53,129 -4%
MIH
9
Meitav Investment House
Israel
$38.3M -$3.41M -113,653 -8%
OMC
10
Old Mission Capital
Illinois
$31.8M -$59.6M -1,987,906 -66%
ETS
11
ESL Trust Services
New York
$29.9M +$2.07M +68,920 +8%
Osaic Holdings
12
Osaic Holdings
Arizona
$27.9M +$1.8M +59,975 +7%
Wells Fargo
13
Wells Fargo
California
$27.8M +$1.28M +42,790 +5%
Charles Schwab
14
Charles Schwab
California
$21.9M -$586K -19,527 -3%
KHLMVGHM
15
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$21.8M
JP Morgan Chase
16
JP Morgan Chase
New York
$16M -$876K -29,194 -5%
EGWAG
17
Elwood & Goetz Wealth Advisory Group
Georgia
$15.3M +$673K +22,438 +5%
WSWA
18
Warren Street Wealth Advisors
California
$14.6M +$353K +11,756 +3%
Stifel Financial
19
Stifel Financial
Missouri
$13.6M -$3.09M -102,915 -19%
HFS
20
Howard Financial Services
Texas
$12.2M +$899K +29,974 +8%
TFA
21
Transamerica Financial Advisors
Florida
$11.7M
Legacy Financial Group (Iowa)
22
Legacy Financial Group (Iowa)
Iowa
$9.33M -$10.1M -336,615 -52%
Ameriprise
23
Ameriprise
Minnesota
$9.19M -$359K -11,966 -4%
PCA
24
Pallas Capital Advisors
Massachusetts
$9.13M +$420K +13,985 +5%
SFP
25
Sweet Financial Partners
Minnesota
$9.13M +$203K +6,782 +2%