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

54 hedge funds and large institutions have $122M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

3% more capital invested

Capital invested by funds: $119M → $122M (+$3.36M)

1.04% less ownership

Funds ownership: 14.23% → 13.19% (-1%)

14% less funds holding

Funds holding: 63 → 54 (-9)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
54
Holders Change
-9
Holders Change %
-14.29%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.64M
2
CF
Cantor Fitzgerald
New York
+$6.53M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$6.46M
4
Jane Street
Jane Street
New York
+$5.93M
5
SCM
SOL Capital Management
Maryland
+$1.91M

Top Sellers

Rank Fund Capital Flow
1
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$4.87M
2
SG
StoneX Group
New York
-$4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.98M
4
UBS Group
UBS Group
Switzerland
-$986K
5
HF
HRT Financial
New York
-$957K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$439K +$7.51K +195 +2%
Citadel Advisors
27
Citadel Advisors
Florida
$435K -$753K -19,547 -66%
SWP
28
Stratos Wealth Partners
Ohio
$401K +$308 +8 +0.1%
IWM
29
IHT Wealth Management
Illinois
$380K +$85.9K +2,230 +33%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$287K -$201K -5,213 -44%
NL
31
NWAM LLC
Washington
$233K -$4.39K -114 -2%
AWM
32
Activest Wealth Management
Florida
$136K +$462 +12 +0.4%
BAM
33
Belpointe Asset Management
Nevada
$105K -$36.5K -948 -28%
APA
34
American Portfolios Advisors
New York
$85.1K -$6.43K -167 -8%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$85K – – –
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$79K – – –
CS
37
Credit Suisse
Switzerland
$68K +$61.1K +1,585 New
WTC
38
WhitTier Trust Company
Nevada
$42K – – –
WT
39
Whittier Trust
California
$39K – – –
TWM
40
Tradition Wealth Management
Minnesota
$32K – – –
PFS
41
Prospera Financial Services
Texas
$21K – – –
JWA
42
JFS Wealth Advisors
Pennsylvania
$16K – – –
BCV
43
Banque Cantonale Vaudoise
Switzerland
$9K – – –
SPIA
44
Steward Partners Investment Advisory
New York
$7K -$11.6K -300 -63%
IBOK
45
Independence Bank of Kentucky
Kentucky
$7K – – –
CFGS
46
Concourse Financial Group Securities
Alabama
$6K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$3K +$1.16K +30 +60%
TFS
48
TrustCore Financial Services
Tennessee
$2K +$1.93K +50 New
EWM
49
Evermay Wealth Management
Virginia
$1K -$9.63K -250 -89%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
1
2
3

CXSE Hedge Fund Activity: Q2 2022 in Review

54 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q2 2022, worth a combined $122M — up 2.8% from $119M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of CXSE and 6 opened new positions — a net loss of 7 holders — while 16 trimmed existing stakes and 17 added.

The largest buyer was Morgan Stanley, adding an estimated $7.64M. The largest seller was Brandywine Oak Private Wealth, cutting an estimated $4.87M.

  • 54 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q2 2022, down from 63 in Q1 2022.
  • Funds reported $122M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q2 2022, up 2.8% quarter-over-quarter.
  • 6 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q2 2022 and 13 closed out, a net change of -7 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q2 2022 was Morgan Stanley, an estimated $7.64M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q2 2022 was Brandywine Oak Private Wealth, an estimated $4.87M sold.

Based on aggregated 13F filings for Q2 2022.