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

25 hedge funds and large institutions have $36.1M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more capital invested

Capital invested by funds: $18.6M → $36.1M (+$17.5M)

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

47% more funds holding

Funds holding: 17 → 25 (+8)

38.85% less ownership

Funds ownership: 71.91% → 33.06% (-39%)

Holders
25
Holders Change
+8
Holders Change %
+47.06%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
7
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$8.45M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.02M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.46M
4
Morgan Stanley
Morgan Stanley
New York
+$847K
5
UBS Group
UBS Group
Switzerland
+$464K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$378K
2
Creative Planning
Creative Planning
Kansas
-$173K
3
AG
Advisor Group
Arizona
-$4.36K
4
APA
American Portfolios Advisors
New York
-$1.82K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$10.3M +$8.45M +186,054 +391%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$7.69M +$404K +8,900 +5%
Citadel Advisors
3
Citadel Advisors
Florida
$3.9M +$4.02M +88,572 New
Morgan Stanley
4
Morgan Stanley
New York
$3.72M +$847K +18,656 +28%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.78M +$2.46M +54,184 +609%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.76M -$378K -8,314 -12%
Creative Planning
7
Creative Planning
Kansas
$1.11M -$173K -3,800 -13%
SCP
8
Syntal Capital Partners
Texas
$926K +$162K +3,560 +20%
AG
9
Advisor Group
Arizona
$917K -$4.36K -96 -0.5%
UBS Group
10
UBS Group
Switzerland
$460K +$464K +10,208 +4,598%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$310K +$319K +7,030 New
GFPC
12
Global Financial Private Capital
Florida
$309K +$318K +7,000 New
Bank of Nova Scotia
13
Bank of Nova Scotia
Ontario, Canada
$278K +$274K +6,040 New
SMFS
14
Squar Milner Financial Services
California
$277K +$286K +6,290 New
Bank of America
15
Bank of America
North Carolina
$200K +$122K +2,686 +146%
APA
16
American Portfolios Advisors
New York
$45.9K -$1.82K -40 -4%
WTC
17
WhitTier Trust Company
Nevada
$43K – – –
WT
18
Whittier Trust
California
$40K – – –
SWP
19
Stratos Wealth Partners
Ohio
$26K +$27.2K +600 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$24K +$25K +550 New
ASN
21
Advisory Services Network
Georgia
$12K – – –
SFM
22
Signet Financial Management
New Jersey
$11K +$11.8K +260 New
PCIA
23
Prime Capital Investment Advisors
Kansas
$9K – – –
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$1K – – –

CXSE Hedge Fund Activity: Q1 2018 in Review

25 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q1 2018, worth a combined $36.1M — up 94% from $18.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CXSE positions and 0 closed out — a net gain of 8 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $8.45M. The largest seller was Royal Bank of Canada, cutting an estimated $378K.

  • 25 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q1 2018, up from 17 in Q4 2017.
  • Funds reported $36.1M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q1 2018, up 94% quarter-over-quarter.
  • 8 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q1 2018 and 0 closed out, a net change of +8 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q1 2018 was Jane Street, an estimated $8.45M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q1 2018 was Royal Bank of Canada, an estimated $378K sold.

Based on aggregated 13F filings for Q1 2018.