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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

234 hedge funds and large institutions have $1.14B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 94 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 220234 (+14)

1.9% more ownership

Funds ownership: 61.47%63.38% (+1.9%)

11% less capital invested

Capital invested by funds: $1.27B → $1.14B (-$136M)

14% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 94

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $339K

Holders
234
Holders Change
+14
Holders Change %
+6.36%
% of All Funds
2.85%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
30
Increased
81
Reduced
94
Closed
12
Calls
Puts
$339K
Net Calls
-$339K
Net Calls Change
-$339K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$112M +$4.9M +126,730 +5%
Bank of America
2
Bank of America
North Carolina
$78.2M +$543K +14,052 +0.7%
VA
3
Valmark Advisers
Ohio
$66.5M +$1.7M +44,127 +3%
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$55M
UBS Group
5
UBS Group
Switzerland
$53.4M +$3.2M +82,936 +6%
LPL Financial
6
LPL Financial
California
$53.1M -$7.72M -199,971 -13%
Wells Fargo
7
Wells Fargo
California
$48.3M -$2.27M -58,702 -5%
ETS
8
ESL Trust Services
New York
$37.4M
OIA
9
OneDigital Investment Advisors
Kansas
$29.8M -$115M -2,965,638 -80%
Charles Schwab
10
Charles Schwab
California
$27.2M -$1.12M -29,030 -4%
EGWAG
11
Elwood & Goetz Wealth Advisory Group
Georgia
$23.7M +$572K +14,814 +2%
MIH
12
Meitav Investment House
Israel
$22.5M -$23.3M -603,736 -51%
WSWA
13
Warren Street Wealth Advisors
California
$22M -$566K -14,643 -3%
PCA
14
Pallas Capital Advisors
Massachusetts
$21M +$1.21M +31,372 +6%
Osaic Holdings
15
Osaic Holdings
Arizona
$20.4M -$11.9M -309,345 -37%
HAG
16
HighPoint Advisor Group
Illinois
$20.3M +$20.1M +520,492 New
MSRI
17
Michael S. Ryan Inc
New York
$18.3M +$233K +6,033 +1%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$14.3M +$631K +16,340 +5%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$14.1M +$13.5M +349,428 +2,877%
TFA
20
Transamerica Financial Advisors
Florida
$14.1M -$1.27M -32,978 -8%
WMR
21
Wealth Management Resources
Rhode Island
$12.4M -$131K -3,399 -1%
HFS
22
Howard Financial Services
Texas
$12M +$192K +4,963 +2%
KHLMVGHM
23
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$10.3M -$17.4M -450,163 -63%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$10.2M -$595K -15,392 -6%
Stifel Financial
25
Stifel Financial
Missouri
$10.1M -$404K -10,453 -4%