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

86 hedge funds and large institutions have $329M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 10

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

37% more funds holding

Funds holding: 63 → 86 (+23)

21% more capital invested

Capital invested by funds: $271M → $329M (+$58.1M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.92% less ownership

Funds ownership: 38.81% → 36.89% (-1.9%)

Holders
86
Holders Change
+23
Holders Change %
+36.51%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
29
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$56.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$12.4M
3
Morgan Stanley
Morgan Stanley
New York
+$12.2M
4
UBS Group
UBS Group
Switzerland
+$4.16M
5
BS
Banco Santander
Spain
+$3.54M

Top Sellers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
-$28.1M
2
Jane Street
Jane Street
New York
-$6.72M
3
MML Investors Services
MML Investors Services
Massachusetts
-$1.37M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.25M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$793K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHBI
26
B, B, H, & B Inc
Alabama
$1.28M +$83.6K +1,171 +6%
NL
27
NWAM LLC
Washington
$1.19M +$727K +10,185 +126%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$989K +$1.08M +15,169 New
RM
29
Resource Management
Louisiana
$887K +$250K +3,494 +35%
NHC
30
Nicholas Hoffman & Company
Georgia
$864K +$946K +13,247 New
B
31
Bellecapital
Switzerland
$833K +$28.9K +405 +3%
BTWM
32
Baker Tilly Wealth Management
Wisconsin
$791K +$57.8K +810 +7%
RJA
33
Raymond James & Associates
Florida
$788K +$114K +1,599 +15%
PA
34
Procyon Advisors
Connecticut
$764K +$59.9K +839 +8%
KM
35
Kalos Management
Georgia
$730K -$440K -6,159 -35%
CW
36
CreativeOne Wealth
Kansas
$632K +$692K +9,697 New
CIBC World Market
37
CIBC World Market
Ontario, Canada
$602K -$410K -5,743 -38%
JF
38
JSF Financial
California
$592K +$648K +9,075 New
MA
39
Mutual Advisors
Nebraska
$589K +$645K +9,029 New
MML Investors Services
40
MML Investors Services
Massachusetts
$585K -$1.37M -19,174 -68%
SWP
41
Stratos Wealth Partners
Ohio
$573K -$3.71K -52 -0.6%
BWM
42
Bulltick Wealth Management
Florida
$545K +$25.2K +353 +4%
Bank Julius Baer & Co
43
Bank Julius Baer & Co
Switzerland
$496K +$543K +7,601 New
FCA
44
FinTrust Capital Advisors
South Carolina
$469K – – –
WPC
45
White Pine Capital
Minnesota
$458K +$107K +1,493 +27%
APA
46
American Portfolios Advisors
New York
$449K +$477K +6,685 +3,199%
IFS
47
Ifrah Financial Services
Arkansas
$426K +$467K +6,539 New
IWM
48
IHT Wealth Management
Illinois
$416K +$32.5K +455 +8%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$400K +$439K +6,147 New
CS
50
Credit Suisse
Switzerland
$349K -$55.7K -780 -13%
1
2
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CXSE Hedge Fund Activity: Q1 2021 in Review

86 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q1 2021, worth a combined $329M — up 21% from $271M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CXSE positions and 10 closed out — a net gain of 23 holders — while 29 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $56.2M. The largest seller was HSBC Holdings, cutting an estimated $28.1M.

  • 86 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q1 2021, up from 63 in Q4 2020.
  • Funds reported $329M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q1 2021, up 21% quarter-over-quarter.
  • 33 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q1 2021 and 10 closed out, a net change of +23 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q1 2021 was Bank of America, an estimated $56.2M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q1 2021 was HSBC Holdings, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2021.