WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
31 hedge funds and large institutions have $49.5M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
15% more funds holding
Funds holding: 27 → 31 (+4)
3.49% more ownership
Funds ownership: 74.29% → 77.78% (+3.5%)
8% less capital invested
Capital invested by funds: $53.6M → $49.5M (-$4.18M)
75% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KM
Kalos Management
Alpharetta,
Georgia
|
+$2.74M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$737K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$546K |
| 4 |
SWM
Segment Wealth Management
Houston,
Texas
|
+$376K |
| 5 |
B
Bellecapital
Zurich,
Switzerland
|
+$369K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.62M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$1.2M |
| 4 |
Jane Street
New York
|
-$1.05M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$504K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $7K | -$7.28K | -200 | -50% |
|
|
IBOK
27
Independence Bank of Kentucky
Owensboro,
Kentucky
| $6K | – | – | – |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | – | – | – |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1K | +$1.09K | +30 | New |
|
|
MIAN
30
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$1.2M | -31,588 | Closed |
|
|
31
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$504K | -13,600 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | +$73 | +2 | New |
|
CXSE Hedge Fund Activity: Q3 2019 in Review
31 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q3 2019, worth a combined $49.5M — down 7.8% from $53.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CXSE positions and 3 closed out — a net gain of 4 holders — while 3 added to existing stakes and 12 trimmed.
The largest buyer was Kalos Management, opening a new position worth an estimated $2.74M. The largest seller was Citadel Advisors, cutting an estimated $2.62M.
- 31 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q3 2019, up from 27 in Q2 2019.
- Funds reported $49.5M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q3 2019, down 7.8% quarter-over-quarter.
- 7 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q3 2019 and 3 closed out, a net change of +4 holders.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q3 2019 was Kalos Management, an estimated $2.74M added.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q3 2019 was Citadel Advisors, an estimated $2.62M sold.
Based on aggregated 13F filings for Q3 2019.