WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
39 hedge funds and large institutions have $133M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
20% more capital invested
Capital invested by funds: $111M → $133M (+$22.3M)
18% more funds holding
Funds holding: 33 → 39 (+6)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
17.36% less ownership
Funds ownership: 118.11% → 100.75% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.26M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.86M |
| 3 |
EWM
Evermay Wealth Management
Arlington,
Virginia
|
+$2.71M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$2.52M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$13M |
| 2 |
DCM
DeGreen Capital Management
Scottsdale,
Arizona
|
-$2.22M |
| 3 |
CFIA
Cantor Fitzgerald Investment Advisors
New York
|
-$2.17M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.94M |
| 5 |
Jane Street
New York
|
-$1.71M |
CXSE Hedge Fund Activity: Q2 2020 in Review
39 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q2 2020, worth a combined $133M — up 20% from $111M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CXSE positions and 4 closed out — a net gain of 7 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $4.26M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $13M.
- 39 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q2 2020, up from 33 in Q1 2020.
- Funds reported $133M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q2 2020, up 20% quarter-over-quarter.
- 11 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q2 2020 and 4 closed out, a net change of +7 holders.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q2 2020 was Envestnet Asset Management, an estimated $4.26M added.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q2 2020 was Migdal Insurance & Financial Holdings, an estimated $13M sold.
Based on aggregated 13F filings for Q2 2020.