WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
48 hedge funds and large institutions have $91.5M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
4% more funds holding
Funds holding: 46 → 48 (+2)
0.49% more ownership
Funds ownership: 11.94% → 12.43% (+0.49%)
7% less capital invested
Capital invested by funds: $98.1M → $91.5M (-$6.57M)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.93M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.84M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.44M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$718K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$329K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.97M |
| 2 |
Jane Street
New York
|
-$3.49M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$2.08M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSS
51
Two Sigma Securities
New York
| – | -$670K | -19,291 | Closed |
|
52
Simplex Trading
Chicago,
Illinois
| – | -$161K | -4,659 | Closed |
|
53
Rockefeller Capital Management
New York
| – | -$75K | -2,203 | Closed |
|
|
EWM
54
Evermay Wealth Management
Arlington,
Virginia
| – | -$1.11K | -32 | Closed |
|
55
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.04K | -30 | Closed |
|
CXSE Hedge Fund Activity: Q1 2023 in Review
48 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q1 2023, worth a combined $91.5M — down 6.7% from $98.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CXSE positions and 7 closed out — a net gain of 2 holders — while 9 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.93M. The largest seller was Royal Bank of Canada, cutting an estimated $4.97M.
- 48 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q1 2023, up from 46 in Q4 2022.
- Funds reported $91.5M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q1 2023, down 6.7% quarter-over-quarter.
- 9 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q1 2023 and 7 closed out, a net change of +2 holders.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q1 2023 was Morgan Stanley, an estimated $2.93M added.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q1 2023 was Royal Bank of Canada, an estimated $4.97M sold.
Based on aggregated 13F filings for Q1 2023.