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

Overview Fund Activity

40 hedge funds and large institutions have $59.7M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
5
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$9.14M
2
SC
2
Syon Capital
California
$7.46M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.9M
4
FTUS
4
Flow Traders U.S.
New York
$6.21M
5
CastleKeep Investment Advisors
5
CastleKeep Investment Advisors
Connecticut
$1.04M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.45M
2
Bank of America
2
Bank of America
North Carolina
$1.02M
3
SCM
3
SOL Capital Management
Maryland
$1.67M
4
MIH
4
Meitav Investment House
Israel
$498K
5
NHC
5
Nicholas Hoffman & Company
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LA
26
LM Advisors
California
$38.2K 1,362 +1,362 New
WTC
27
WhitTier Trust Company
Nevada
$27.5K 980 – –
WT
28
Whittier Trust
California
$25.5K 910 – –
RP
29
Raelipskie Partnership
Ontario, Canada
$10.4K 370 +370 New
NS
30
NBC Securities
Alabama
$6K 240 -100 -29%
LCM
31
Logan Capital Management
Pennsylvania
$4.18K 150 +150 New
TRCT
32
Tower Research Capital (TRC)
New York
$1.65K 59 – –
FFA
33
Founders Financial Alliance
North Carolina
$1.54K 55 +55 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$1.4K 50 – –
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$1K 30 – –
JWM
36
Janiczek Wealth Management
Colorado
$785 28 – –
CPA
37
Clear Point Advisors
New York
$579 21 +21 New
GRP
38
Global Retirement Partners
California
$509 20 – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$365 13 +13 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
$224 8 +8 New
NHC
41
Nicholas Hoffman & Company
Georgia
– – -17,065 Closed
Vontobel Holding
42
Vontobel Holding
Switzerland
– – -12,990 Closed
Comerica Bank
43
Comerica Bank
Texas
– – -588 Closed
US Bancorp
44
US Bancorp
Minnesota
– – -150 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – -142 Closed
HNB
46
Huntington National Bank
Ohio
– – – –
AWM
47
Activest Wealth Management
Florida
– – – –
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