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

89 hedge funds and large institutions have $314M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

3% more funds holding

Funds holding: 86 → 89 (+3)

4% less capital invested

Capital invested by funds: $329M → $314M (-$14.5M)

7.47% less ownership

Funds ownership: 36.89% → 29.42% (-7.5%)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
29
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$22M
2
Morgan Stanley
Morgan Stanley
New York
+$12.8M
3
LCWP
Legacy Capital Wealth Partners
Arkansas
+$12M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$10.3M
5
PVH
Psagot Value Holdings
Israel
+$7.53M

Top Sellers

Rank Fund Capital Flow
1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$51.4M
2
Osaic Holdings
Osaic Holdings
Arizona
-$22.8M
3
FHC
First Heartland Consultants
Missouri
-$9.06M
4
Citadel Advisors
Citadel Advisors
Florida
-$7.62M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
51
American Portfolios Advisors
New York
$415K -$47.9K -733 -11%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$399K +$143K +2,195 +59%
1WA
53
180 Wealth Advisors
Washington
$398K +$445K +6,810 New
CS
54
Credit Suisse
Switzerland
$382K +$21.1K +323 +6%
Barclays
55
Barclays
United Kingdom
$357K +$346K +5,302 New
LSAG
56
Lake Street Advisors Group
New Hampshire
$347K +$136K +2,084 +52%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$339K -$4.72M -72,226 -93%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$317K +$308K +4,711 New
KAS
59
Kestra Advisory Services
Texas
$315K -$23.5K -359 -7%
AWM
60
Accel Wealth Management
Iowa
$305K – – –
Ameriprise
61
Ameriprise
Minnesota
$304K +$295K +4,511 New
WS
62
Wedbush Securities
California
$268K -$70.3K -1,076 -21%
AWAP
63
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$267K – – –
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$245K -$164K -2,512 -41%
BAM
65
Belpointe Asset Management
Nevada
$228K +$114K +1,750 +107%
SPIA
66
Steward Partners Investment Advisory
New York
$222K -$6.21K -95 -3%
V
67
Veritable
Delaware
$222K – – –
RIA
68
Regal Investment Advisors
Michigan
$217K +$211K +3,225 New
MRG
69
Milestone Resources Group
British Virgin Islands
$209K – – –
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$128K – – –
WTC
71
WhitTier Trust Company
Nevada
$66K -$1.37K -21 -2%
WT
72
Whittier Trust
California
$61K – – –
Citigroup
73
Citigroup
New York
$51K – – –
GIP
74
Granite Investment Partners
California
$44K – – –
EBSAM
75
Eubel Brady & Suttman Asset Management
Ohio
$39K +$39.4K +603 New
1 2
3
4 5

CXSE Hedge Fund Activity: Q2 2021 in Review

89 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q2 2021, worth a combined $314M — down 4.4% from $329M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CXSE positions and 14 closed out — a net gain of 3 holders — while 29 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $22M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $51.4M sold.

  • 89 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q2 2021, up from 86 in Q1 2021.
  • Funds reported $314M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q2 2021, down 4.4% quarter-over-quarter.
  • 17 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q2 2021 and 14 closed out, a net change of +3 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q2 2021 was Bank of America, an estimated $22M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q2 2021 was Migdal Insurance & Financial Holdings, an estimated $51.4M sold.

Based on aggregated 13F filings for Q2 2021.