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WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE

Overview Fund Activity

46 hedge funds and large institutions have $195M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
12
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$20.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.83M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.87M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.7M
5
Bank of America
5
Bank of America
North Carolina
$40.5M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$3.96M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$1.98M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.44M
4
UBS Group
4
UBS Group
Switzerland
$4.18M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$802K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$510K -$108K -1,918 -17%
SWP
27
Stratos Wealth Partners
Ohio
$506K -$8.43K -150 -2%
Bank Julius Baer & Co
28
Bank Julius Baer & Co
Switzerland
$413K +$413K +7,350 New
BAM
29
Belpointe Asset Management
Nevada
$342K +$342K +6,084 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$318K +$318K +5,658 New
WPC
31
White Pine Capital
Minnesota
$307K +$20.3K +362 +7%
CIBC World Market
32
CIBC World Market
Ontario, Canada
$288K -$265K -9,410 -48%
IWM
33
IHT Wealth Management
Illinois
$244K +$244K +4,336 New
WTC
34
WhitTier Trust Company
Nevada
$55K – – –
WT
35
Whittier Trust
California
$51K – – –
IA
36
IFP Advisors
Florida
$34K -$19.8K -356 -37%
Citigroup
37
Citigroup
New York
$11K – – –
IBOK
38
Independence Bank of Kentucky
Kentucky
$9K – – –
APA
39
American Portfolios Advisors
New York
$7.53K – – –
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$1.09K -20 -18%
BlackRock
41
BlackRock
New York
$3K -$2.09K -32 -41%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
JWM
43
Janiczek Wealth Management
Colorado
$2K – – –
ASN
44
Advisory Services Network
Georgia
$2K +$2K +34 New
FCA
45
FinTrust Capital Advisors
South Carolina
$404 – – –
SMFS
46
Squar Milner Financial Services
California
– -$565K -11,774 Closed
CAN
47
Cetera Advisor Networks
California
– -$58K -1,204 Closed
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