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WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund

27 hedge funds and large institutions have $53.6M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

17% more funds holding

Funds holding: 2327 (+4)

6% more capital invested

Capital invested by funds: $50.6M → $53.6M (+$3.04M)

4.11% more ownership

Funds ownership: 70.18%74.29% (+4.1%)

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
3
Closed
2
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
$21.7M +$655K +17,446 +3%
Citadel Advisors
2
Citadel Advisors
Florida
$7.18M +$7.28M +194,118 New
AG
3
Advisor Group
Arizona
$4.92M +$4.87M +129,686 +4,000%
SWM
4
Segment Wealth Management
Texas
$3.64M +$155K +4,140 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.01M -$1.33M -35,448 -30%
Morgan Stanley
6
Morgan Stanley
New York
$3M +$289K +7,710 +11%
Jane Street
7
Jane Street
New York
$2.75M +$2.79M +74,310 New
UBS Group
8
UBS Group
Switzerland
$1.32M +$383K +10,210 +40%
MIAN
9
Mariner Independent Advisor Network
Kansas
$1.2M +$1.19M +31,588 New
RJA
10
Raymond James & Associates
Florida
$992K +$764K +20,352 +316%
Creative Planning
11
Creative Planning
Kansas
$869K
LPL Financial
12
LPL Financial
California
$824K +$133K +3,552 +19%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$544K -$1.86M -49,442 -77%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$504K +$176K +4,700 +53%
SMFS
15
Squar Milner Financial Services
California
$479K +$11.8K +314 +2%
SWP
16
Stratos Wealth Partners
Ohio
$457K +$464K +12,358 New
FCA
17
FinTrust Capital Advisors
South Carolina
$91K
APA
18
American Portfolios Advisors
New York
$47.7K -$493K -13,150 -91%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$41K +$25.7K +686 +159%
WTC
20
WhitTier Trust Company
Nevada
$36K
WT
21
Whittier Trust
California
$34K
Citigroup
22
Citigroup
New York
$15K +$3.75K +100 +33%
ASN
23
Advisory Services Network
Georgia
$10K
IBOK
24
Independence Bank of Kentucky
Kentucky
$6K +$6K +160 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$2K

CXSE Hedge Fund Activity: Q2 2019 in Review

27 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q2 2019, worth a combined $53.6M — up 6% from $50.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CXSE positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $7.28M. The largest seller was Boston Advisors, exiting entirely with an estimated $10M sold.

  • 27 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q2 2019, up from 23 in Q1 2019.
  • Funds reported $53.6M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q2 2019, up 6% quarter-over-quarter.
  • 6 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q2 2019 and 2 closed out, a net change of +4 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q2 2019 was Citadel Advisors, an estimated $7.28M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q2 2019 was Boston Advisors, an estimated $10M sold.

Based on aggregated 13F filings for Q2 2019.