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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

227 hedge funds and large institutions have $1.11B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 80 increasing their positions, 94 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

12% less capital invested

Capital invested by funds: $1.27B → $1.11B (-$158M)

15% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 94

100% less call options, than puts

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

Holders
227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$339K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$112M
Bank of America
2
Bank of America
North Carolina
$78.2M
VA
3
Valmark Advisers
Ohio
$66.5M
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$55M
UBS Group
5
UBS Group
Switzerland
$53.4M
LPL Financial
6
LPL Financial
California
$53.1M
Wells Fargo
7
Wells Fargo
California
$48.3M
ETS
8
ESL Trust Services
New York
$37.4M
OIA
9
OneDigital Investment Advisors
Kansas
$29.8M
Charles Schwab
10
Charles Schwab
California
$27.2M
EGWAG
11
Elwood & Goetz Wealth Advisory Group
Georgia
$23.7M
MIH
12
Meitav Investment House
Israel
$22.5M
WSWA
13
Warren Street Wealth Advisors
California
$22M
PCA
14
Pallas Capital Advisors
Massachusetts
$21M
Osaic Holdings
15
Osaic Holdings
Arizona
$20.4M
MSRI
16
Michael S. Ryan Inc
New York
$18.3M
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$14.3M
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$14.1M
TFA
19
Transamerica Financial Advisors
Florida
$14.1M
WMR
20
Wealth Management Resources
Rhode Island
$12.4M
HFS
21
Howard Financial Services
Texas
$12M
KHLMVGHM
22
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$10.3M
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$10.2M
Stifel Financial
24
Stifel Financial
Missouri
$10.1M
AFTS
25
American Financial & Tax Strategies
New York
$9.79M