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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

230 hedge funds and large institutions have $1.4B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

24% more capital invested

Capital invested by funds: $1.13B → $1.4B (+$271M)

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

6.56% more ownership

Funds ownership: 58.4%64.96% (+6.6%)

10% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 83

1% more funds holding

Funds holding: 228230 (+2)

Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.3%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
21
Increased
91
Reduced
83
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$126M
Morgan Stanley
2
Morgan Stanley
New York
$111M -$3.32M -106,744 -3%
FTUS
3
Flow Traders U.S.
New York
$80.2M +$75.4M +2,427,717 New
Jane Street
4
Jane Street
New York
$68.1M +$60.1M +1,932,740 +1,485%
Bank of America
5
Bank of America
North Carolina
$67.1M -$213K -6,866 -0.3%
CI
6
Clal Insurance
Israel
$59.8M
VA
7
Valmark Advisers
Ohio
$52.5M +$1.08M +34,690 +2%
UBS Group
8
UBS Group
Switzerland
$51.1M +$6.8K +219 +0%
LPL Financial
9
LPL Financial
California
$46.6M +$1.56M +50,251 +4%
OIA
10
OneDigital Investment Advisors
Kansas
$43.9M -$9.23M -297,021 -18%
MIH
11
Meitav Investment House
Israel
$41.3M
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$40.5M +$31M +999,189 +440%
ETS
13
ESL Trust Services
New York
$32.3M +$15.9K +512 +0.1%
Wells Fargo
14
Wells Fargo
California
$31.2M +$1.19M +38,168 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$28.8M -$1.17M -37,805 -4%
KHLMVGHM
16
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$23.6M
Charles Schwab
17
Charles Schwab
California
$23.2M -$351K -11,288 -2%
OMC
18
Old Mission Capital
Illinois
$22.7M -$10.9M -350,572 -34%
Citadel Advisors
19
Citadel Advisors
Florida
$18.9M +$17.8M +571,601 New
EGWAG
20
Elwood & Goetz Wealth Advisory Group
Georgia
$17.4M +$824K +26,514 +5%
WSWA
21
Warren Street Wealth Advisors
California
$16.5M +$676K +21,765 +5%
TC
22
TownSquare Capital
Utah
$14.8M +$6.25M +201,257 +81%
Stifel Financial
23
Stifel Financial
Missouri
$14M -$604K -19,452 -4%
JP Morgan Chase
24
JP Morgan Chase
New York
$12.8M -$4.15M -133,506 -26%
HFS
25
Howard Financial Services
Texas
$12.6M -$534K -17,177 -4%