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

46 hedge funds and large institutions have $98.1M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

6.87% less ownership

Funds ownership: 18.81% → 11.94% (-6.9%)

15% less funds holding

Funds holding: 54 → 46 (-8)

31% less capital invested

Capital invested by funds: $142M → $98.1M (-$44.1M)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
46
Holders Change
-8
Holders Change %
-14.81%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
12
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$13.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.85M
3
FTUS
Flow Traders U.S.
New York
+$2.61M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.7M
5
LPL Financial
LPL Financial
California
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$51M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$6.56M
3
Morgan Stanley
Morgan Stanley
New York
-$6.15M
4
CF
Cantor Fitzgerald
New York
-$5.42M
5
AF
Allworth Financial
California
-$5.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$355K +$12.9K +401 +4%
Wells Fargo
27
Wells Fargo
California
$315K -$19.4K -603 -6%
SWP
28
Stratos Wealth Partners
Ohio
$296K -$16.7K -521 -6%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$262K +$19.5K +606 +9%
Simplex Trading
30
Simplex Trading
Illinois
$161K +$150K +4,659 New
YDMI
31
Y.D. More Investments
Israel
$112K +$102K +3,170 New
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$75K -$1.96K -61 -3%
BAM
33
Belpointe Asset Management
Nevada
$66.1K +$61.2K +1,904 New
WTC
34
WhitTier Trust Company
Nevada
$34K – – –
WT
35
Whittier Trust
California
$31.6K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$17.3K +$14.4K +448 +896%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
BCV
38
Banque Cantonale Vaudoise
Switzerland
$7K – – –
SPIA
39
Steward Partners Investment Advisory
New York
$6.08K – – –
CFGS
40
Concourse Financial Group Securities
Alabama
$4.93K – – –
TRCT
41
Tower Research Capital (TRC)
New York
$2K – – –
EWM
42
Evermay Wealth Management
Virginia
$1.11K – – –
JWM
43
Janiczek Wealth Management
Colorado
$1.09K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$1.04K +$964 +30 New
GRP
45
Global Retirement Partners
California
$695 – – –
AWM
46
Activest Wealth Management
Florida
$23 -$102K -3,187 -100%
CF
47
Cantor Fitzgerald
New York
– -$5.42M -171,702 Closed
AF
48
Allworth Financial
California
– -$5.41M -171,387 Closed
HC
49
Henshaw Capital
Massachusetts
– -$345K -10,922 Closed
1WA
50
180 Wealth Advisors
Washington
– -$340K -10,781 Closed
1
2
3

CXSE Hedge Fund Activity: Q4 2022 in Review

46 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q4 2022, worth a combined $98.1M — down 31% from $142M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CXSE and 8 opened new positions — a net loss of 6 holders — while 12 trimmed existing stakes and 14 added.

The largest buyer was Old Mission Capital, adding an estimated $13.9M. The largest seller was Bank of America, cutting an estimated $51M.

  • 46 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q4 2022, down from 54 in Q3 2022.
  • Funds reported $98.1M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q4 2022, down 31% quarter-over-quarter.
  • 8 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q4 2022 and 14 closed out, a net change of -6 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q4 2022 was Old Mission Capital, an estimated $13.9M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q4 2022 was Bank of America, an estimated $51M sold.

Based on aggregated 13F filings for Q4 2022.