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

54 hedge funds and large institutions have $142M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $122M → $142M (+$19.9M)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

5.62% more ownership

Funds ownership: 13.19% → 18.81% (+5.6%)

0% more funds holding

Funds holding: 54 → 54 (0)

Holders
54
Holders Change
–
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$59.2M
2
Jane Street
Jane Street
New York
+$5.32M
3
BCM
Beaumont Capital Management
Massachusetts
+$2M
4
OMC
Old Mission Capital
Illinois
+$1.83M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.5M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.11M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$1.18M
3
FTUS
Flow Traders U.S.
New York
-$848K
4
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$704K
5
Citadel Advisors
Citadel Advisors
Florida
-$435K
Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
26
180 Wealth Advisors
Washington
$340K +$405K +10,781 New
SAS
27
Stelac Advisory Services
New York
$330K – – –
IWM
28
IHT Wealth Management
Illinois
$310K +$35K +932 +10%
Wells Fargo
29
Wells Fargo
California
$305K -$23.7K -630 -6%
SWP
30
Stratos Wealth Partners
Ohio
$286K -$13.6K -361 -4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$219K +$8.15K +217 +3%
BOPW
32
Brandywine Oak Private Wealth
Pennsylvania
$207K -$704K -18,726 -74%
USCWA
33
U.S. Capital Wealth Advisors
Texas
$207K -$157K -4,167 -39%
AWM
34
Activest Wealth Management
Florida
$101K +$301 +8 +0.3%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$71K +$14.3K +381 +20%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$63K – – –
CS
37
Credit Suisse
Switzerland
$44K -$7.44K -198 -12%
WTC
38
WhitTier Trust Company
Nevada
$31K – – –
WT
39
Whittier Trust
California
$29K – – –
APA
40
American Portfolios Advisors
New York
$22.7K -$48K -1,278 -64%
JWA
41
JFS Wealth Advisors
Pennsylvania
$12K – – –
TWM
42
Tradition Wealth Management
Minnesota
$8K -$18.8K -500 -67%
BCV
43
Banque Cantonale Vaudoise
Switzerland
$7K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$7K +$7.51K +200 +667%
SPIA
45
Steward Partners Investment Advisory
New York
$6K – – –
IBOK
46
Independence Bank of Kentucky
Kentucky
$5K – – –
AWM
47
Angeles Wealth Management
California
$5K +$5.64K +150 New
CFGS
48
Concourse Financial Group Securities
Alabama
$4K – – –
AIP
49
Almanack Investment Partners
Pennsylvania
$4K +$4.4K +117 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$2K -$1.13K -30 -38%
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CXSE Hedge Fund Activity: Q3 2022 in Review

54 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q3 2022, worth a combined $142M — up 16% from $122M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CXSE positions and 8 closed out — a net gain of 1 holder — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $59.2M. The largest seller was Morgan Stanley, cutting an estimated $5.11M.

  • 54 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $142M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q3 2022, up 16% quarter-over-quarter.
  • 9 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q3 2022 and 8 closed out, a net change of +1 holder.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q3 2022 was Bank of America, an estimated $59.2M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q3 2022 was Morgan Stanley, an estimated $5.11M sold.

Based on aggregated 13F filings for Q3 2022.