We are live on ! Find out more
CXSE icon

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

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

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

47% more capital invested

Capital invested by funds: $133M → $195M (+$62.1M)

18% more funds holding

Funds holding: 39 → 46 (+7)

7.99% more ownership

Funds ownership: 100.75% → 108.73% (+8%)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

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

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
+$19.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$7.57M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.34M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.68M
5
Bank of America
Bank of America
North Carolina
+$3.23M

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$1.34M
2
BFA
Beaumont Financial Advisors
Massachusetts
-$1.28M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.1M
4
UBS Group
UBS Group
Switzerland
-$722K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$628K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$510K -$104K -1,918 -17%
SWP
27
Stratos Wealth Partners
Ohio
$506K -$8.15K -150 -2%
Bank Julius Baer & Co
28
Bank Julius Baer & Co
Switzerland
$413K +$399K +7,350 New
BAM
29
Belpointe Asset Management
Nevada
$342K +$331K +6,084 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$318K +$307K +5,658 New
WPC
31
White Pine Capital
Minnesota
$307K +$19.7K +362 +7%
CIBC World Market
32
CIBC World Market
Ontario, Canada
$288K -$511K -9,410 -48%
IWM
33
IHT Wealth Management
Illinois
$244K +$236K +4,336 New
WTC
34
WhitTier Trust Company
Nevada
$55K – – –
WT
35
Whittier Trust
California
$51K – – –
IA
36
IFP Advisors
Florida
$34K -$19.3K -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 -$1.74K -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 +$1.85K +34 New
FCA
45
FinTrust Capital Advisors
South Carolina
$404 – – –
SMFS
46
Squar Milner Financial Services
California
– -$565K -11,774 Closed
PCS
47
Personal CFO Solutions
New Jersey
– -$106K -1,956 -30%
CAN
48
Cetera Advisor Networks
California
– -$58K -1,204 Closed
1
2

CXSE Hedge Fund Activity: Q3 2020 in Review

46 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q3 2020, worth a combined $195M — up 47% from $133M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CXSE positions and 2 closed out — a net gain of 7 holders — while 12 added to existing stakes and 14 trimmed.

The largest buyer was HSBC Holdings, opening a new position worth an estimated $19.4M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.34M.

  • 46 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q3 2020, up from 39 in Q2 2020.
  • Funds reported $195M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q3 2020, up 47% quarter-over-quarter.
  • 9 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q3 2020 and 2 closed out, a net change of +7 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q3 2020 was HSBC Holdings, an estimated $19.4M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q3 2020 was Parametric Portfolio Associates, an estimated $1.34M sold.

Based on aggregated 13F filings for Q3 2020.