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

89 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, 29 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

3% more funds holding

Funds holding: 86 → 89 (+3)

4% less capital invested

Capital invested by funds: $329M → $314M (-$14.5M)

7.47% less ownership

Funds ownership: 36.89% → 29.42% (-7.5%)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.55%
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
29
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$22M
2
Morgan Stanley
Morgan Stanley
New York
+$12.8M
3
LCWP
Legacy Capital Wealth Partners
Arkansas
+$12M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$10.3M
5
PVH
Psagot Value Holdings
Israel
+$7.53M

Top Sellers

Rank Fund Capital Flow
1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$51.4M
2
Osaic Holdings
Osaic Holdings
Arizona
-$22.8M
3
FHC
First Heartland Consultants
Missouri
-$9.06M
4
Citadel Advisors
Citadel Advisors
Florida
-$7.62M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
76
Meeder Asset Management
Ohio
$20K – – –
BCV
77
Banque Cantonale Vaudoise
Switzerland
$14K – – –
IBOK
78
Independence Bank of Kentucky
Kentucky
$11K – – –
CFGS
79
Concourse Financial Group Securities
Alabama
$10K – – –
AWA
80
Arkadios Wealth Advisors
Georgia
$7K – – –
HI
81
Harbour Investments
Wisconsin
$6K – – –
FFA
82
Founders Financial Alliance
North Carolina
$4K – – –
GWSG
83
GPS Wealth Strategies Group
Colorado
$4K – – –
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$4K +$3.27K +50 New
AF
85
Advisornet Financial
Minnesota
$2K – – –
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
JWM
87
Janiczek Wealth Management
Colorado
$2K – – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
$2K +$1.63K +25 +250%
GRP
89
Global Retirement Partners
California
$1K – – –
MIFH
90
Migdal Insurance & Financial Holdings
Israel
– -$51.4M -788,000 Closed
FHC
91
First Heartland Consultants
Missouri
– -$9.06M -139,017 Closed
BRWA
92
B. Riley Wealth Advisors
Florida
– -$2.61M -39,991 Closed
BCM
93
Beaumont Capital Management
Massachusetts
– -$2.17M -33,320 Closed
BFA
94
Beaumont Financial Advisors
Massachusetts
– -$1.53M -23,427 Closed
BBHBI
95
B, B, H, & B Inc
Alabama
– -$1.28M -19,641 Closed
RM
96
Resource Management
Louisiana
– -$887K -13,600 Closed
CIBC World Market
97
CIBC World Market
Ontario, Canada
– -$602K -9,230 Closed
SC
98
Scotia Capital
Ontario, Canada
– -$283K -4,340 Closed
PCS
99
Personal CFO Solutions
New Jersey
– -$281K -4,312 Closed
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
– -$20K -300 Closed
1 2 3
4
5

CXSE Hedge Fund Activity: Q2 2021 in Review

89 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q2 2021, worth a combined $314M — down 4.4% from $329M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CXSE positions and 14 closed out — a net gain of 3 holders — while 29 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $22M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $51.4M sold.

  • 89 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q2 2021, up from 86 in Q1 2021.
  • Funds reported $314M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q2 2021, down 4.4% quarter-over-quarter.
  • 17 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q2 2021 and 14 closed out, a net change of +3 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q2 2021 was Bank of America, an estimated $22M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q2 2021 was Migdal Insurance & Financial Holdings, an estimated $51.4M sold.

Based on aggregated 13F filings for Q2 2021.