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

Overview Fund Activity

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
Holders
63
Holders Change
+17
Holders Change %
+36.96%
% of All Funds
1.12%
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

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$34.5M
2
FHC
2
First Heartland Consultants
Missouri
$7.99M
3
OAJ
3
Ogorek Anthony Joseph
New York
$7.73M
4
Jane Street
4
Jane Street
New York
$9.94M
5
Bank of America
5
Bank of America
North Carolina
$50.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
KM
3
Kalos Management
Georgia
$1.4M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$1.62M
5
CFIA
5
Cantor Fitzgerald Investment Advisors
New York
$6.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
26
CIBC World Market
Ontario, Canada
$985K +$311K +4,733 +46%
B
27
Bellecapital
Switzerland
$814K -$96K -1,460 -11%
BTWM
28
Baker Tilly Wealth Management
Wisconsin
$745K +$745K +11,322 New
PA
29
Procyon Advisors
Connecticut
$716K +$17.8K +271 +3%
RJA
30
Raymond James & Associates
Florida
$690K +$92.9K +1,412 +16%
RM
31
Resource Management
Louisiana
$665K +$665K +10,106 New
Stifel Financial
32
Stifel Financial
Missouri
$592K +$592K +8,999 New
SWP
33
Stratos Wealth Partners
Ohio
$582K -$10.5K -159 -2%
MWM
34
Merriman Wealth Management
Washington
$560K +$560K +8,500 New
NL
35
NWAM LLC
Washington
$531K +$531K +8,074 New
BWM
36
Bulltick Wealth Management
Florida
$527K +$527K +8,010 New
FCA
37
FinTrust Capital Advisors
South Carolina
$473K – – –
OMC
38
Old Mission Capital
Illinois
$420K +$420K +6,389 New
CS
39
Credit Suisse
Switzerland
$403K +$403K +6,127 New
IWM
40
IHT Wealth Management
Illinois
$390K +$105K +1,592 +37%
FEM
41
Fulcrum Equity Management
Texas
$388K -$308K -4,683 -44%
WPC
42
White Pine Capital
Minnesota
$364K +$4.6K +70 +1%
PCS
43
Personal CFO Solutions
New Jersey
$303K – – –
PAG
44
Private Advisor Group
New Jersey
$270K -$351K -5,341 -57%
AWM
45
Accel Wealth Management
Iowa
$266K +$266K +4,050 New
V
46
Veritable
Delaware
$217K +$217K +3,300 New
SPIA
47
Steward Partners Investment Advisory
New York
$169K +$169K +2,565 New
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$98K +$98K +1,500 New
WTC
49
WhitTier Trust Company
Nevada
$64K – – –
WT
50
Whittier Trust
California
$60K – – –
1
2
3