WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
46 hedge funds and large institutions have $98.1M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 14 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
6.87% less ownership
Funds ownership: 18.81% → 11.94% (-6.9%)
15% less funds holding
Funds holding: 54 → 46 (-8)
31% less capital invested
Capital invested by funds: $142M → $98.1M (-$44.1M)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$13.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.85M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$2.61M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$51M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
-$6.56M |
| 3 |
Morgan Stanley
New York
|
-$6.15M |
| 4 |
CF
Cantor Fitzgerald
New York
|
-$5.42M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
-$5.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAS
51
Stelac Advisory Services
New York
| – | -$330K | -10,450 | Closed |
|
|
BOPW
52
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| – | -$207K | -6,577 | Closed |
|
|
USCWA
53
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$207K | -6,555 | Closed |
|
54
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$63K | -2,000 | Closed |
|
|
CS
55
Credit Suisse
Zurich,
Switzerland
| – | -$44K | -1,387 | Closed |
|
|
JWA
56
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$12K | -382 | Closed |
|
|
TWM
57
Tradition Wealth Management
Edina,
Minnesota
| – | -$8K | -250 | Closed |
|
|
IBOK
58
Independence Bank of Kentucky
Owensboro,
Kentucky
| – | -$5K | -160 | Closed |
|
|
AWM
59
Angeles Wealth Management
Santa Monica,
California
| – | -$5K | -150 | Closed |
|
|
AIP
60
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$4K | -117 | Closed |
|
CXSE Hedge Fund Activity: Q4 2022 in Review
46 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q4 2022, worth a combined $98.1M — down 31% from $142M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of CXSE and 8 opened new positions — a net loss of 6 holders — while 12 trimmed existing stakes and 14 added.
The largest buyer was Old Mission Capital, adding an estimated $13.9M. The largest seller was Bank of America, cutting an estimated $51M.
- 46 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q4 2022, down from 54 in Q3 2022.
- Funds reported $98.1M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q4 2022, down 31% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q4 2022 and 14 closed out, a net change of -6 holders.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q4 2022 was Old Mission Capital, an estimated $13.9M added.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q4 2022 was Bank of America, an estimated $51M sold.
Based on aggregated 13F filings for Q4 2022.