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

Overview Fund Activity

88 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, 28 increasing their positions, 21 reducing their positions, and 14 closing their positions.

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.54%
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
28
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$127M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.5M
3
LCWP
3
Legacy Capital Wealth Partners
Arkansas
$12.4M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$19.5M
5
PVH
5
Psagot Value Holdings
Israel
$7.77M

Top Sellers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.62M
3
FHC
3
First Heartland Consultants
Missouri
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.88M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$339K
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$399K 5,935 +2,195 +59%
1WA
52
180 Wealth Advisors
Washington
$398K 6,810 +6,810 New
CS
53
Credit Suisse
Switzerland
$382K 5,670 +323 +6%
Barclays
54
Barclays
United Kingdom
$357K 5,302 +5,302 New
LSAG
55
Lake Street Advisors Group
New Hampshire
$347K 6,076 +2,084 +52%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$339K 5,034 -72,226 -93%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$317K 4,711 +4,711 New
KAS
58
Kestra Advisory Services
Texas
$315K 4,675 -359 -7%
AWM
59
Accel Wealth Management
Iowa
$305K 4,525 – –
Ameriprise
60
Ameriprise
Minnesota
$304K 4,511 +4,511 New
WS
61
Wedbush Securities
California
$268K 3,970 -1,076 -21%
AWAP
62
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$267K 3,960 – –
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$245K 3,635 -2,512 -41%
BAM
64
Belpointe Asset Management
Nevada
$228K 3,388 +1,750 +107%
SPIA
65
Steward Partners Investment Advisory
New York
$222K 3,295 -95 -3%
V
66
Veritable
Delaware
$222K 3,300 – –
RIA
67
Regal Investment Advisors
Michigan
$217K 3,225 +3,225 New
MRG
68
Milestone Resources Group
British Virgin Islands
$209K 3,096 – –
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$128K 1,900 – –
WTC
70
WhitTier Trust Company
Nevada
$66K 980 -21 -2%
WT
71
Whittier Trust
California
$61K 910 – –
Citigroup
72
Citigroup
New York
$51K 764 – –
GIP
73
Granite Investment Partners
California
$44K 650 – –
EBSAM
74
Eubel Brady & Suttman Asset Management
Ohio
$39K 603 +603 New
MAM
75
Meeder Asset Management
Ohio
$20K 290 – –
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3
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