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WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

44% more capital invested

Capital invested by funds: $41.4M → $59.7M (+$18.2M)

14% more funds holding

Funds holding: 3540 (+5)

4.41% more ownership

Funds ownership: 6.93%11.34% (+4.4%)

69% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 16

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.58%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LA
26
LM Advisors
California
$38.2K +$39K +1,362 New
WTC
27
WhitTier Trust Company
Nevada
$27.5K
WT
28
Whittier Trust
California
$25.5K
RP
29
Raelipskie Partnership
Ontario, Canada
$10.4K +$10.6K +370 New
NS
30
NBC Securities
Alabama
$6K -$2.86K -100 -29%
LCM
31
Logan Capital Management
Pennsylvania
$4.18K +$4.29K +150 New
TRCT
32
Tower Research Capital (TRC)
New York
$1.65K
FFA
33
Founders Financial Alliance
North Carolina
$1.54K +$1.57K +55 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$1.4K
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$1K
JWM
36
Janiczek Wealth Management
Colorado
$785
CPA
37
Clear Point Advisors
New York
$579 +$601 +21 New
GRP
38
Global Retirement Partners
California
$509
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$365 +$372 +13 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
$224 +$229 +8 New
NHC
41
Nicholas Hoffman & Company
Georgia
-$505K -17,065 Closed
Vontobel Holding
42
Vontobel Holding
Switzerland
-$384K -12,990 Closed
Comerica Bank
43
Comerica Bank
Texas
-$17.4K -588 Closed
US Bancorp
44
US Bancorp
Minnesota
-$4.44K -150 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
-$4.06K -142 Closed

CXSE Hedge Fund Activity: Q4 2023 in Review

40 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q4 2023, worth a combined $59.7M — up 44% from $41.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CXSE positions and 5 closed out — a net gain of 5 holders — while 5 added to existing stakes and 16 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $7.98M. The largest seller was Jane Street, cutting an estimated $4.97M.

  • 40 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q4 2023, up from 35 in Q3 2023.
  • Funds reported $59.7M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q4 2023, up 44% quarter-over-quarter.
  • 10 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q4 2023 and 5 closed out, a net change of +5 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q4 2023 was Old Mission Capital, an estimated $7.98M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q4 2023 was Jane Street, an estimated $4.97M sold.

Based on aggregated 13F filings for Q4 2023.