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

63 hedge funds and large institutions have $119M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.12% more ownership

Funds ownership: 14.11% → 14.23% (+0.12%)

3% less funds holding

Funds holding: 65 → 63 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

21% less capital invested

Capital invested by funds: $150M → $119M (-$31.2M)

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
14
Reduced
21
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
+$9.95M
2
AT
Arvest Trust
Oklahoma
+$8.41M
3
CFIA
Cantor Fitzgerald Investment Advisors
New York
+$6.95M
4
AF
Allworth Financial
California
+$6.95M
5
SG
StoneX Group
New York
+$4.52M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$18.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$10.1M
3
OMC
Old Mission Capital
Illinois
-$4.35M
4
BS
Banco Santander
Spain
-$3.82M
5
PPA
Parametric Portfolio Associates
Washington
-$3.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$588K +$662K +14,658 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$478K +$272K +6,011 +101%
Vontobel Holding
28
Vontobel Holding
Switzerland
$469K +$42.9K +950 +9%
LSAG
29
Lake Street Advisors Group
New Hampshire
$453K +$512K +11,324 New
SAS
30
Stelac Advisory Services
New York
$429K +$186K +4,125 +63%
B
31
Bellecapital
Switzerland
$406K -$108K -2,395 -19%
Wells Fargo
32
Wells Fargo
California
$404K -$181K -4,015 -28%
CRI
33
Colonial River Investments
Virginia
$389K +$439K +9,723 New
SWP
34
Stratos Wealth Partners
Ohio
$376K -$59.9K -1,326 -12%
IWM
35
IHT Wealth Management
Illinois
$267K +$18.2K +403 +6%
WP
36
WealthShield Partners
North Carolina
$259K +$292K +6,465 New
Renaissance Technologies
37
Renaissance Technologies
New York
$240K +$271K +6,000 New
NL
38
NWAM LLC
Washington
$223K -$268K -5,942 -52%
BAM
39
Belpointe Asset Management
Nevada
$136K +$361 +8 +0.2%
AWM
40
Activest Wealth Management
Florida
$127K +$143K +3,168 New
APA
41
American Portfolios Advisors
New York
$86.5K -$101K -2,238 -51%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$80K – – –
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$75K -$13.6K -300 -14%
WTC
44
WhitTier Trust Company
Nevada
$39K – – –
WT
45
Whittier Trust
California
$36K – – –
TWM
46
Tradition Wealth Management
Minnesota
$30K – – –
PFS
47
Prospera Financial Services
Texas
$20K +$22.5K +498 New
SPIA
48
Steward Partners Investment Advisory
New York
$19K -$3.39K -75 -14%
JWA
49
JFS Wealth Advisors
Pennsylvania
$15K – – –
RIM
50
Rockbridge Investment Management
New York
$13.1K – – –
1
2
3 4

CXSE Hedge Fund Activity: Q1 2022 in Review

63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q1 2022, worth a combined $119M — down 21% from $150M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of CXSE and 13 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 14 added.

The largest buyer was HSBC Holdings, adding an estimated $9.95M. The largest seller was Jane Street, cutting an estimated $18.8M.

  • 63 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q1 2022, down from 65 in Q4 2021.
  • Funds reported $119M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q1 2022, down 21% quarter-over-quarter.
  • 13 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q1 2022 and 15 closed out, a net change of -2 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q1 2022 was HSBC Holdings, an estimated $9.95M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q1 2022 was Jane Street, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2022.