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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

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.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
218
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$93M
OIA
2
OneDigital Investment Advisors
Kansas
$74.2M
Bank of America
3
Bank of America
North Carolina
$63.9M
VA
4
Valmark Advisers
Ohio
$51.6M
LPL Financial
5
LPL Financial
California
$45.5M
UBS Group
6
UBS Group
Switzerland
$44.7M
State of Wisconsin Investment Board
7
State of Wisconsin Investment Board
Wisconsin
$43.5M
CI
8
Clal Insurance
Israel
$42M
MIH
9
Meitav Investment House
Israel
$36.5M
ETS
10
ESL Trust Services
New York
$30.2M
Charles Schwab
11
Charles Schwab
California
$25.2M
KHLMVGHM
12
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$22M
Wells Fargo
13
Wells Fargo
California
$22M
TC
14
TownSquare Capital
Utah
$18M
EGWAG
15
Elwood & Goetz Wealth Advisory Group
Georgia
$17.6M
WSWA
16
Warren Street Wealth Advisors
California
$16.8M
TFA
17
Transamerica Financial Advisors
Florida
$12.2M
EWM
18
Evermay Wealth Management
Virginia
$11M
Osaic Holdings
19
Osaic Holdings
Arizona
$10.6M
CCA
20
Clearwater Capital Advisors
Illinois
$10.5M
PCA
21
Pallas Capital Advisors
Massachusetts
$9.85M
HFS
22
Howard Financial Services
Texas
$9.83M
MSRI
23
Michael S. Ryan Inc
New York
$9.55M
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$9.36M
WMR
25
Wealth Management Resources
Rhode Island
$9.29M