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

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.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

4% more funds holding

Funds holding: 46 → 48 (+2)

0.49% more ownership

Funds ownership: 11.94% → 12.43% (+0.49%)

7% less capital invested

Capital invested by funds: $98.1M → $91.5M (-$6.57M)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.76%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.93M
2
Bank of America
Bank of America
North Carolina
+$1.84M
3
LPL Financial
LPL Financial
California
+$1.44M
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$718K
5
CW
CreativeOne Wealth
Kansas
+$329K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.97M
2
Jane Street
Jane Street
New York
-$3.49M
3
FTUS
Flow Traders U.S.
New York
-$2.08M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2M
5
OMC
Old Mission Capital
Illinois
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$312K +$329K +8,982 New
Wells Fargo
27
Wells Fargo
California
$302K -$14K -382 -4%
SWP
28
Stratos Wealth Partners
Ohio
$287K -$10K -273 -3%
PA
29
Procyon Advisors
Connecticut
$260K +$274K +7,474 New
Creative Planning
30
Creative Planning
Kansas
$239K +$251K +6,860 New
YDMI
31
Y.D. More Investments
Israel
$233K +$129K +3,530 +111%
AWM
32
Ameliora Wealth Management
Switzerland
$226K +$238K +6,500 New
WPC
33
White Pine Capital
Minnesota
$205K +$216K +5,892 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$201K -$65.5K -1,788 -24%
BAM
35
Belpointe Asset Management
Nevada
$65.5K -$733 -20 -1%
WTC
36
WhitTier Trust Company
Nevada
$34.1K – – –
WT
37
Whittier Trust
California
$31.6K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$17.3K – – –
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
BCV
40
Banque Cantonale Vaudoise
Switzerland
$7K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$6.09K – – –
CFGS
42
Concourse Financial Group Securities
Alabama
$4.94K – – –
HT
43
Headlands Technologies
Illinois
$2.61K +$2.75K +75 New
TRCT
44
Tower Research Capital (TRC)
New York
$2K – – –
JWM
45
Janiczek Wealth Management
Colorado
$959 – – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$713 +$733 +20 New
GRP
47
Global Retirement Partners
California
$643 – – –
AWM
48
Activest Wealth Management
Florida
$23 – – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$2M -57,524 Closed
Citadel Advisors
50
Citadel Advisors
Florida
– -$1.84M -52,868 Closed
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CXSE Hedge Fund Activity: Q1 2023 in Review

48 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q1 2023, worth a combined $91.5M — down 6.7% from $98.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CXSE positions and 7 closed out — a net gain of 2 holders — while 9 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.93M. The largest seller was Royal Bank of Canada, cutting an estimated $4.97M.

  • 48 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q1 2023, up from 46 in Q4 2022.
  • Funds reported $91.5M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q1 2023, down 6.7% quarter-over-quarter.
  • 9 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q1 2023 and 7 closed out, a net change of +2 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q1 2023 was Morgan Stanley, an estimated $2.93M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q1 2023 was Royal Bank of Canada, an estimated $4.97M sold.

Based on aggregated 13F filings for Q1 2023.