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

Overview Fund Activity

48 hedge funds and large institutions have $91.5M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
9
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LB
1
Leo Brokerage
Texas
$3.51M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.2M
3
Bank of America
3
Bank of America
North Carolina
$6.5M
4
LPL Financial
4
LPL Financial
California
$4.39M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$681K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.42M
2
Jane Street
2
Jane Street
New York
$4.37M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
FTUS
4
Flow Traders U.S.
New York
$844K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CW
26
CreativeOne Wealth
Kansas
$312K 8,982 +8,982 New
Wells Fargo
27
Wells Fargo
California
$302K 8,695 -382 -4%
SWP
28
Stratos Wealth Partners
Ohio
$287K 8,251 -273 -3%
PA
29
Procyon Advisors
Connecticut
$260K 7,474 +7,474 New
Creative Planning
30
Creative Planning
Kansas
$239K 6,860 +6,860 New
YDMI
31
Y.D. More Investments
Israel
$233K 6,700 +3,530 +111%
AWM
32
Ameliora Wealth Management
Switzerland
$226K 6,500 +6,500 New
WPC
33
White Pine Capital
Minnesota
$205K 5,892 +5,892 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$201K 5,768 -1,788 -24%
BAM
35
Belpointe Asset Management
Nevada
$65.5K 1,884 -20 -1%
WTC
36
WhitTier Trust Company
Nevada
$34.1K 980 – –
WT
37
Whittier Trust
California
$31.6K 910 – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$17.3K 498 – –
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$8K 230 – –
BCV
40
Banque Cantonale Vaudoise
Switzerland
$7K 210 – –
SPIA
41
Steward Partners Investment Advisory
New York
$6.09K 175 – –
CFGS
42
Concourse Financial Group Securities
Alabama
$4.94K 142 – –
HT
43
Headlands Technologies
Illinois
$2.61K 75 +75 New
TRCT
44
Tower Research Capital (TRC)
New York
$2K 59 – –
JWM
45
Janiczek Wealth Management
Colorado
$959 28 – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$713 20 +20 New
GRP
47
Global Retirement Partners
California
$643 20 – –
AWM
48
Activest Wealth Management
Florida
$23 1 – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– – -57,524 Closed
Citadel Advisors
50
Citadel Advisors
Florida
– – -52,868 Closed
1
2
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