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

72 hedge funds and large institutions have $182M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.5% less ownership

Funds ownership: 29.42% → 18.91% (-11%)

14% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 28

19% less funds holding

Funds holding: 89 → 72 (-17)

42% less capital invested

Capital invested by funds: $314M → $182M (-$132M)

67% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
72
Holders Change
-17
Holders Change %
-19.1%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
24
Reduced
28
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$26.7M
2
OMC
Old Mission Capital
Illinois
+$11.7M
3
MIH
Meitav Investment House
Israel
+$5.31M
4
HF
HRT Financial
New York
+$3.97M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$2.64M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$56.5M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$13.8M
3
LCWP
Legacy Capital Wealth Partners
Arkansas
-$12.4M
4
PVH
Psagot Value Holdings
Israel
-$7.77M
5
OAJ
Ogorek Anthony Joseph
New York
-$6.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
51
Belpointe Asset Management
Nevada
$181K +$460 +8 +0.2%
EWM
52
Evermay Wealth Management
Virginia
$128K -$953K -16,572 -87%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$118K -$214K -3,722 -63%
SPIA
54
Steward Partners Investment Advisory
New York
$76K -$108K -1,870 -57%
WTC
55
WhitTier Trust Company
Nevada
$52K – – –
WT
56
Whittier Trust
California
$49K – – –
GIP
57
Granite Investment Partners
California
$35K – – –
JWA
58
JFS Wealth Advisors
Pennsylvania
$20K +$22K +382 New
MAM
59
Meeder Asset Management
Ohio
$15K – – –
BCV
60
Banque Cantonale Vaudoise
Switzerland
$11K – – –
OAJ
61
Ogorek Anthony Joseph
New York
$10K -$6.86M -119,223 -100%
IBOK
62
Independence Bank of Kentucky
Kentucky
$9K – – –
CFGS
63
Concourse Financial Group Securities
Alabama
$8K – – –
WLPWM
64
Walled Lake Planning & Wealth Management
Illinois
$7K +$7.19K +125 New
FFA
65
Founders Financial Alliance
North Carolina
$6K +$3.68K +64 +116%
AWA
66
Arkadios Wealth Advisors
Georgia
$5K -$690 -12 -11%
HI
67
Harbour Investments
Wisconsin
$5K +$58 +1 +1%
GWSG
68
GPS Wealth Strategies Group
Colorado
$3K – – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$2K – – –
GRP
70
Global Retirement Partners
California
$1K – – –
JWM
71
Janiczek Wealth Management
Colorado
$1K – – –
LCWP
72
Legacy Capital Wealth Partners
Arkansas
– -$12.4M -183,904 Closed
PVH
73
Psagot Value Holdings
Israel
– -$7.77M -115,290 Closed
CFIA
74
Cantor Fitzgerald Investment Advisors
New York
– -$6M -88,990 Closed
DCM
75
DeGreen Capital Management
Arizona
– -$5.89M -87,425 Closed
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CXSE Hedge Fund Activity: Q3 2021 in Review

72 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q3 2021, worth a combined $182M — down 42% from $314M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of CXSE and 8 opened new positions — a net loss of 16 holders — while 28 trimmed existing stakes and 24 added.

The largest buyer was Jane Street, adding an estimated $26.7M. The largest seller was Bank of America, cutting an estimated $56.5M.

  • 72 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q3 2021, down from 89 in Q2 2021.
  • Funds reported $182M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q3 2021, down 42% quarter-over-quarter.
  • 8 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q3 2021 and 24 closed out, a net change of -16 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q3 2021 was Jane Street, an estimated $26.7M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q3 2021 was Bank of America, an estimated $56.5M sold.

Based on aggregated 13F filings for Q3 2021.