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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 %
BCV
76
Banque Cantonale Vaudoise
Switzerland
$14K 210 – –
IBOK
77
Independence Bank of Kentucky
Kentucky
$11K 160 – –
CFGS
78
Concourse Financial Group Securities
Alabama
$10K 142 – –
AWA
79
Arkadios Wealth Advisors
Georgia
$7K 106 – –
HI
80
Harbour Investments
Wisconsin
$6K 88 – –
GWSG
81
GPS Wealth Strategies Group
Colorado
$4K 57 – –
FFA
82
Founders Financial Alliance
North Carolina
$4K 55 – –
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$4K 50 +50 New
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$2K 30 – –
AF
85
Advisornet Financial
Minnesota
$2K 25 – –
JWM
86
Janiczek Wealth Management
Colorado
$2K 28 – –
Fidelity Investments
87
Fidelity Investments
Massachusetts
$2K 35 +25 +250%
GRP
88
Global Retirement Partners
California
$1K 20 – –
MIFH
89
Migdal Insurance & Financial Holdings
Israel
– – -788,000 Closed
FHC
90
First Heartland Consultants
Missouri
– – -139,017 Closed
BRWA
91
B. Riley Wealth Advisors
Florida
– – -39,991 Closed
BCM
92
Beaumont Capital Management
Massachusetts
– – -33,320 Closed
BFA
93
Beaumont Financial Advisors
Massachusetts
– – -23,427 Closed
BBHBI
94
B, B, H, & B Inc
Alabama
– – -19,641 Closed
RM
95
Resource Management
Louisiana
– – -13,600 Closed
CIBC World Market
96
CIBC World Market
Ontario, Canada
– – -9,230 Closed
SC
97
Scotia Capital
Ontario, Canada
– – -4,340 Closed
PCS
98
Personal CFO Solutions
New Jersey
– – -4,312 Closed
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
– – -300 Closed
IA
100
IFP Advisors
Florida
– – -123 Closed
1 2 3
4
5