WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
29 hedge funds and large institutions have $83.7M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 8 closing their positions.
69% more capital invested
Capital invested by funds: $49.5M → $83.7M (+$34.2M)
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
29.39% more ownership
Funds ownership: 77.78% → 107.17% (+29%)
6% less funds holding
Funds holding: 31 → 29 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$16M |
| 2 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$16M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.75M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$979K |
| 5 |
LPL Financial
San Diego,
California
|
+$515K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.37M |
| 2 |
SWM
Segment Wealth Management
Houston,
Texas
|
-$3.86M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$832K |
| 4 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$699K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$515K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BlackRock
New York
| $5K | +$4.23K | +110 | New |
|
|
ASN
27
Advisory Services Network
Atlanta,
Georgia
| $3K | -$7.46K | -194 | -73% |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | – | – | – |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$4.37M | -122,198 | Closed |
|
|
SWM
30
Segment Wealth Management
Houston,
Texas
| – | -$3.86M | -108,690 | Closed |
|
|
RJA
31
Raymond James & Associates
St Petersburg,
Florida
| – | -$832K | -23,400 | Closed |
|
|
PCS
32
Personal CFO Solutions
Chester,
New Jersey
| – | -$699K | -19,678 | Closed |
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$261K | -7,316 | Closed |
|
34
Bessemer Group
Woodbridge,
New Jersey
| – | -$25K | -712 | Closed |
|
35
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -30 | Closed |
|
CXSE Hedge Fund Activity: Q4 2019 in Review
29 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q4 2019, worth a combined $83.7M — up 69% from $49.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of CXSE and 6 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 8 added.
The largest buyer was Golden State Wealth Management, opening a new position worth an estimated $16M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.37M sold.
- 29 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q4 2019, down from 31 in Q3 2019.
- Funds reported $83.7M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q4 2019, up 69% quarter-over-quarter.
- 6 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q4 2019 and 8 closed out, a net change of -2 holders.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q4 2019 was Golden State Wealth Management, an estimated $16M added.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q4 2019 was Citadel Advisors, an estimated $4.37M sold.
Based on aggregated 13F filings for Q4 2019.