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

41 hedge funds and large institutions have $62.4M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.37% less ownership

Funds ownership: 12.43% → 10.06% (-2.4%)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

15% less funds holding

Funds holding: 48 → 41 (-7)

32% less capital invested

Capital invested by funds: $91.5M → $62.4M (-$29.1M)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
41
Holders Change
-7
Holders Change %
-14.58%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
12
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$7.59M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.3M
3
CW
CreativeOne Wealth
Kansas
+$1.15M
4
Citadel Advisors
Citadel Advisors
Florida
+$629K
5
MIH
Meitav Investment House
Israel
+$452K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$10.4M
2
AT
Arvest Trust
Oklahoma
-$7.14M
3
Morgan Stanley
Morgan Stanley
New York
-$4.59M
4
Bank of America
Bank of America
North Carolina
-$3.75M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$3.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Procyon Advisors
Connecticut
$250K +$21.8K +676 +9%
TSS
27
Two Sigma Securities
New York
$230K +$243K +7,506 New
YDMI
28
Y.D. More Investments
Israel
$230K +$25.8K +800 +12%
Wells Fargo
29
Wells Fargo
California
$136K -$138K -4,261 -49%
AWM
30
Ameliora Wealth Management
Switzerland
$99.6K -$105K -3,250 -50%
WTC
31
WhitTier Trust Company
Nevada
$30K – – –
WT
32
Whittier Trust
California
$27.9K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$15.3K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$5.37K – – –
CFGS
35
Concourse Financial Group Securities
Alabama
$4.35K – – –
TRCT
36
Tower Research Capital (TRC)
New York
$1.81K – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$1.59K +$1.68K +52 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$1K -$6.46K -200 -87%
JWM
39
Janiczek Wealth Management
Colorado
$859 – – –
GRP
40
Global Retirement Partners
California
$613 – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$31 +$32 +1 New
AT
42
Arvest Trust
Oklahoma
– -$7.14M -205,194 Closed
JMPWA
43
JP Morgan Private Wealth Advisors
California
– -$681K -19,587 Closed
CAN
44
Cetera Advisor Networks
California
– -$400K -11,492 Closed
LSAG
45
Lake Street Advisors Group
New Hampshire
– -$398K -11,439 Closed
Creative Planning
46
Creative Planning
Kansas
– -$239K -6,860 Closed
WPC
47
White Pine Capital
Minnesota
– -$205K -5,892 Closed
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
– -$201K -5,768 Closed
BAM
49
Belpointe Asset Management
Nevada
– -$65.5K -1,884 Closed
BCV
50
Banque Cantonale Vaudoise
Switzerland
– -$7K -210 Closed
1
2
3

CXSE Hedge Fund Activity: Q2 2023 in Review

41 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q2 2023, worth a combined $62.4M — down 32% from $91.5M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of CXSE and 5 opened new positions — a net loss of 7 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was Jane Street, adding an estimated $7.59M. The largest seller was Old Mission Capital, cutting an estimated $10.4M.

  • 41 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q2 2023, down from 48 in Q1 2023.
  • Funds reported $62.4M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q2 2023, down 32% quarter-over-quarter.
  • 5 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q2 2023 and 12 closed out, a net change of -7 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q2 2023 was Jane Street, an estimated $7.59M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q2 2023 was Old Mission Capital, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2023.