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

63 hedge funds and large institutions have $271M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

39% more capital invested

Capital invested by funds: $195M → $271M (+$75.5M)

37% more funds holding

Funds holding: 46 → 63 (+17)

69.92% less ownership

Funds ownership: 108.73% → 38.81% (-70%)

Holders
63
Holders Change
+17
Holders Change %
+36.96%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
19
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
+$10.2M
2
FHC
First Heartland Consultants
Missouri
+$7.45M
3
OAJ
Ogorek Anthony Joseph
New York
+$7.21M
4
Jane Street
Jane Street
New York
+$6.22M
5
Bank of America
Bank of America
North Carolina
+$2.54M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$7.83M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.87M
3
KM
Kalos Management
Georgia
-$2.35M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$650K
5
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$625K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC World Market
26
CIBC World Market
Ontario, Canada
$985K +$290K +4,733 +46%
B
27
Bellecapital
Switzerland
$814K -$89.6K -1,460 -11%
BTWM
28
Baker Tilly Wealth Management
Wisconsin
$745K +$695K +11,322 New
PA
29
Procyon Advisors
Connecticut
$716K +$16.6K +271 +3%
RJA
30
Raymond James & Associates
Florida
$690K +$86.6K +1,412 +16%
RM
31
Resource Management
Louisiana
$665K +$620K +10,106 New
Stifel Financial
32
Stifel Financial
Missouri
$592K +$552K +8,999 New
SWP
33
Stratos Wealth Partners
Ohio
$582K -$9.75K -159 -2%
MWM
34
Merriman Wealth Management
Washington
$560K +$521K +8,500 New
NL
35
NWAM LLC
Washington
$531K +$495K +8,074 New
BWM
36
Bulltick Wealth Management
Florida
$527K +$491K +8,010 New
FCA
37
FinTrust Capital Advisors
South Carolina
$473K – – –
OMC
38
Old Mission Capital
Illinois
$420K +$392K +6,389 New
CS
39
Credit Suisse
Switzerland
$403K +$376K +6,127 New
IWM
40
IHT Wealth Management
Illinois
$390K +$97.7K +1,592 +37%
FEM
41
Fulcrum Equity Management
Texas
$388K -$287K -4,683 -44%
WPC
42
White Pine Capital
Minnesota
$364K +$4.29K +70 +1%
PCS
43
Personal CFO Solutions
New Jersey
$303K – – –
PAG
44
Private Advisor Group
New Jersey
$270K -$328K -5,341 -57%
AWM
45
Accel Wealth Management
Iowa
$266K +$248K +4,050 New
V
46
Veritable
Delaware
$217K +$202K +3,300 New
SPIA
47
Steward Partners Investment Advisory
New York
$169K +$157K +2,565 New
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$98K +$92K +1,500 New
WTC
49
WhitTier Trust Company
Nevada
$64K – – –
WT
50
Whittier Trust
California
$60K – – –
1
2
3

CXSE Hedge Fund Activity: Q4 2020 in Review

63 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q4 2020, worth a combined $271M — up 39% from $195M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CXSE positions and 5 closed out — a net gain of 18 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $10.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.83M sold.

  • 63 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q4 2020, up from 46 in Q3 2020.
  • Funds reported $271M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q4 2020, up 39% quarter-over-quarter.
  • 23 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q4 2020 and 5 closed out, a net change of +18 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q4 2020 was HSBC Holdings, an estimated $10.2M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q4 2020 was Citadel Advisors, an estimated $7.83M sold.

Based on aggregated 13F filings for Q4 2020.