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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
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Overview Fund Activity

218 hedge funds and large institutions have $1B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 21 closing their positions.

Holders
218
Holders Change
-11
Holders Change %
-4.8%
% of All Funds
2.96%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
16
Increased
86
Reduced
84
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$43.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$74.2M
3
MOS
3
MGO One Seven
Ohio
$6.09M
4
BCM
4
Beaumont Capital Management
Massachusetts
$3.16M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.15M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$93M
2
CI
2
Clal Insurance
Israel
$42M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
RWM
5
Refined Wealth Management
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$93M 3,011,805 -514,819 -15%
OIA
2
OneDigital Investment Advisors
Kansas
$74.2M 2,404,443 +1,045,679 +77%
Bank of America
3
Bank of America
North Carolina
$63.9M 2,071,155 +89,172 +4%
VA
4
Valmark Advisers
Ohio
$51.6M 1,671,636 +27,714 +2%
LPL Financial
5
LPL Financial
California
$45.5M 1,474,789 -40,098 -3%
UBS Group
6
UBS Group
Switzerland
$44.7M 1,448,015 -90,282 -6%
State of Wisconsin Investment Board
7
State of Wisconsin Investment Board
Wisconsin
$43.5M 1,408,892 +1,408,892 New
CI
8
Clal Insurance
Israel
$42M 1,360,000 -449,401 -25%
MIH
9
Meitav Investment House
Israel
$36.5M 1,181,001 – –
ETS
10
ESL Trust Services
New York
$30.2M 977,457 -500 -0.1%
Charles Schwab
11
Charles Schwab
California
$25.2M 815,690 +28,479 +4%
KHLMVGHM
12
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$22M 713,416 – –
Wells Fargo
13
Wells Fargo
California
$22M 712,659 -1,537 -0.2%
TC
14
TownSquare Capital
Utah
$18M 582,284 +30,724 +6%
EGWAG
15
Elwood & Goetz Wealth Advisory Group
Georgia
$17.6M 568,521 +18,197 +3%
WSWA
16
Warren Street Wealth Advisors
California
$16.8M 544,307 +32,567 +6%
TFA
17
Transamerica Financial Advisors
Florida
$12.2M 396,610 +23,662 +6%
EWM
18
Evermay Wealth Management
Virginia
$11M 357,303 +23,183 +7%
Osaic Holdings
19
Osaic Holdings
Arizona
$10.6M 342,831 +53,144 +18%
CCA
20
Clearwater Capital Advisors
Illinois
$10.5M 340,918 +17,078 +5%
PCA
21
Pallas Capital Advisors
Massachusetts
$9.85M 318,932 +11,364 +4%
HFS
22
Howard Financial Services
Texas
$9.83M 318,466 -31,694 -9%
MSRI
23
Michael S. Ryan Inc
New York
$9.55M 309,368 +6,566 +2%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$9.36M 303,273 +245 +0.1%
WMR
25
Wealth Management Resources
Rhode Island
$9.29M 301,013 +1,154 +0.4%
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