WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
65 hedge funds and large institutions have $150M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 16 closing their positions.
4.8% less ownership
Funds ownership: 18.91% → 14.11% (-4.8%)
10% less funds holding
Funds holding: 72 → 65 (-7)
18% less capital invested
Capital invested by funds: $182M → $150M (-$32.3M)
26% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 23
38% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$15.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$11.6M |
| 3 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
+$7.04M |
| 4 |
Morgan Stanley
New York
|
+$5.01M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$38M |
| 2 |
Jane Street
New York
|
-$8.57M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$8.02M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$2.7M |
| 5 |
HF
HRT Financial
New York
|
-$1.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GIP
76
Granite Investment Partners
El Segundo,
California
| – | -$35K | -650 | Closed |
|
|
WLPWM
77
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| – | -$7K | -125 | Closed |
|
|
AWA
78
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$5K | -94 | Closed |
|
|
HI
79
Harbour Investments
Madison,
Wisconsin
| – | -$5K | -89 | Closed |
|
|
GRP
80
Global Retirement Partners
San Rafael,
California
| – | -$1K | -20 | Closed |
|
81
Fidelity Investments
Boston,
Massachusetts
| – | +$53 | +1 | +33% |
|
CXSE Hedge Fund Activity: Q4 2021 in Review
65 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q4 2021, worth a combined $150M — down 18% from $182M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of CXSE and 10 opened new positions — a net loss of 6 holders — while 23 trimmed existing stakes and 17 added.
The largest buyer was Parametric Portfolio Associates, adding an estimated $15.6M. The largest seller was Bank of America, cutting an estimated $38M.
- 65 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q4 2021, down from 72 in Q3 2021.
- Funds reported $150M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q4 2021, down 18% quarter-over-quarter.
- 10 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q4 2021 and 16 closed out, a net change of -6 holders.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q4 2021 was Parametric Portfolio Associates, an estimated $15.6M added.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q4 2021 was Bank of America, an estimated $38M sold.
Based on aggregated 13F filings for Q4 2021.