We are live on ! Find out more
CXSE icon

WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund

23 hedge funds and large institutions have $50.6M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more capital invested

Capital invested by funds: $21.8M → $50.6M (+$28.8M)

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

38.7% more ownership

Funds ownership: 31.48%70.18% (+39%)

10% more funds holding

Funds holding: 2123 (+2)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$22.1M +$3.68M +104,574 +23%
BA
2
Boston Advisors
Massachusetts
$10M +$9.07M +257,654 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.55M +$3.36M +95,322 +447%
SWM
4
Segment Wealth Management
Texas
$3.67M +$3.32M +94,220 New
Morgan Stanley
5
Morgan Stanley
New York
$2.86M -$1.69K -48 -0.1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.5M +$2.26M +64,150 New
UBS Group
7
UBS Group
Switzerland
$993K +$565K +16,052 +170%
Creative Planning
8
Creative Planning
Kansas
$915K -$35.2K -1,000 -4%
LPL Financial
9
LPL Financial
California
$730K +$337K +9,568 +105%
APA
10
American Portfolios Advisors
New York
$563K +$54K +1,534 +12%
SMFS
11
Squar Milner Financial Services
California
$492K +$7.04K +200 +2%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$346K
RJA
13
Raymond James & Associates
Florida
$251K +$227K +6,446 New
CS
14
Credit Suisse
Switzerland
$212K +$191K +5,430 New
AG
15
Advisor Group
Arizona
$127K -$32.5K -924 -22%
FCA
16
FinTrust Capital Advisors
South Carolina
$96K -$14.8K -420 -15%
WTC
17
WhitTier Trust Company
Nevada
$38K
WT
18
Whittier Trust
California
$35K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$17K +$15.2K +432 New
Citigroup
20
Citigroup
New York
$12K
ASN
21
Advisory Services Network
Georgia
$10K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.06K +30 +100%
Jane Street
23
Jane Street
New York
-$2.1M -69,040 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$67K -2,200 Closed
IA
25
IFP Advisors
Florida
-$43K -1,400 Closed

CXSE Hedge Fund Activity: Q1 2019 in Review

23 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q1 2019, worth a combined $50.6M — up 132% from $21.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CXSE positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Boston Advisors, opening a new position worth an estimated $9.07M. The largest seller was Jane Street, exiting entirely with an estimated $2.1M sold.

  • 23 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q1 2019, up from 21 in Q4 2018.
  • Funds reported $50.6M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q1 2019, up 132% quarter-over-quarter.
  • 6 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q1 2019 and 4 closed out, a net change of +2 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q1 2019 was Boston Advisors, an estimated $9.07M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q1 2019 was Jane Street, an estimated $2.1M sold.

Based on aggregated 13F filings for Q1 2019.