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

86 hedge funds and large institutions have $329M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 10

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

37% more funds holding

Funds holding: 63 → 86 (+23)

21% more capital invested

Capital invested by funds: $271M → $329M (+$58.1M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.92% less ownership

Funds ownership: 38.81% → 36.89% (-1.9%)

Holders
86
Holders Change
+23
Holders Change %
+36.51%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
29
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$56.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$12.4M
3
Morgan Stanley
Morgan Stanley
New York
+$12.2M
4
UBS Group
UBS Group
Switzerland
+$4.16M
5
BS
Banco Santander
Spain
+$3.54M

Top Sellers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
-$28.1M
2
Jane Street
Jane Street
New York
-$6.72M
3
MML Investors Services
MML Investors Services
Massachusetts
-$1.37M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.25M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$793K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
51
Wedbush Securities
California
$329K +$360K +5,046 New
KAS
52
Kestra Advisory Services
Texas
$328K +$359K +5,034 New
AWM
53
Accel Wealth Management
Iowa
$295K +$33.9K +475 +12%
SC
54
Scotia Capital
Ontario, Canada
$283K +$310K +4,340 New
PCS
55
Personal CFO Solutions
New Jersey
$281K -$20.9K -292 -6%
HC
56
Henshaw Capital
Massachusetts
$269K +$294K +4,122 New
LSAG
57
Lake Street Advisors Group
New Hampshire
$260K +$285K +3,992 New
AWAP
58
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$258K +$283K +3,960 New
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$243K +$160K +2,240 +149%
SPIA
60
Steward Partners Investment Advisory
New York
$221K +$58.9K +825 +32%
V
61
Veritable
Delaware
$215K – – –
MRG
62
Milestone Resources Group
British Virgin Islands
$202K +$221K +3,096 New
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K +$136K +1,900 New
BAM
64
Belpointe Asset Management
Nevada
$107K +$117K +1,638 New
WTC
65
WhitTier Trust Company
Nevada
$65K +$1.5K +21 +2%
WT
66
Whittier Trust
California
$59K – – –
Citigroup
67
Citigroup
New York
$50K +$40.3K +564 +282%
GIP
68
Granite Investment Partners
California
$42K – – –
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$20K +$21.4K +300 New
MAM
70
Meeder Asset Management
Ohio
$19K +$20.7K +290 New
BCV
71
Banque Cantonale Vaudoise
Switzerland
$14K +$15K +210 New
IBOK
72
Independence Bank of Kentucky
Kentucky
$10K – – –
CFGS
73
Concourse Financial Group Securities
Alabama
$9K +$10.1K +142 New
IA
74
IFP Advisors
Florida
$8K -$29K -406 -77%
AWA
75
Arkadios Wealth Advisors
Georgia
$6K +$2.43K +34 +47%
1 2
3
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CXSE Hedge Fund Activity: Q1 2021 in Review

86 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q1 2021, worth a combined $329M — up 21% from $271M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CXSE positions and 10 closed out — a net gain of 23 holders — while 29 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $56.2M. The largest seller was HSBC Holdings, cutting an estimated $28.1M.

  • 86 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q1 2021, up from 63 in Q4 2020.
  • Funds reported $329M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q1 2021, up 21% quarter-over-quarter.
  • 33 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q1 2021 and 10 closed out, a net change of +23 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q1 2021 was Bank of America, an estimated $56.2M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q1 2021 was HSBC Holdings, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2021.