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WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund

46 hedge funds and large institutions have $195M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

47% more capital invested

Capital invested by funds: $133M → $195M (+$62.1M)

18% more funds holding

Funds holding: 3946 (+7)

7.99% more ownership

Funds ownership: 100.75%108.73% (+8%)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$44.3M
Bank of America
2
Bank of America
North Carolina
$40.5M +$3.23M +59,396 +9%
HSBC Holdings
3
HSBC Holdings
United Kingdom
$20.1M +$19.4M +358,028 New
Osaic Holdings
4
Osaic Holdings
Arizona
$18.7M +$3.68M +67,796 +26%
Morgan Stanley
5
Morgan Stanley
New York
$12.2M +$1M +18,462 +9%
Citadel Advisors
6
Citadel Advisors
Florida
$7.83M +$7.57M +139,364 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$5.87M +$5.34M +98,382 +1,605%
DCM
8
DeGreen Capital Management
Arizona
$5.81M -$367K -6,764 -6%
CFIA
9
Cantor Fitzgerald Investment Advisors
New York
$5.4M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.44M -$1.1M -20,330 -20%
UBS Group
11
UBS Group
Switzerland
$4.18M -$722K -13,298 -15%
PPA
12
Parametric Portfolio Associates
Washington
$3.96M -$1.34M -24,692 -26%
EWM
13
Evermay Wealth Management
Virginia
$3.59M +$33.1K +610 +1%
Jane Street
14
Jane Street
New York
$2.79M +$2.36M +43,430 +698%
FAAS
15
First Allied Advisory Services
California
$2.19M +$2.12M +38,942 New
BFA
16
Beaumont Financial Advisors
Massachusetts
$1.98M -$1.28M -23,580 -40%
KM
17
Kalos Management
Georgia
$1.72M +$687K +12,652 +29%
LPL Financial
18
LPL Financial
California
$1.4M +$120K +2,214 +10%
Creative Planning
19
Creative Planning
Kansas
$1.32M
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$802K -$628K -11,568 -45%
B
21
Bellecapital
Switzerland
$777K +$192K +3,532 +34%
PA
22
Procyon Advisors
Connecticut
$596K -$115K -2,108 -17%
FEM
23
Fulcrum Equity Management
Texas
$595K +$575K +10,584 New
Wells Fargo
24
Wells Fargo
California
$558K +$336K +6,180 +165%
PAG
25
Private Advisor Group
New Jersey
$531K +$489K +9,010 +2,048%

CXSE Hedge Fund Activity: Q3 2020 in Review

46 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q3 2020, worth a combined $195M — up 47% from $133M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CXSE positions and 2 closed out — a net gain of 7 holders — while 12 added to existing stakes and 14 trimmed.

The largest buyer was HSBC Holdings, opening a new position worth an estimated $19.4M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.34M.

  • 46 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q3 2020, up from 39 in Q2 2020.
  • Funds reported $195M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q3 2020, up 47% quarter-over-quarter.
  • 9 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q3 2020 and 2 closed out, a net change of +7 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q3 2020 was HSBC Holdings, an estimated $19.4M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q3 2020 was Parametric Portfolio Associates, an estimated $1.34M sold.

Based on aggregated 13F filings for Q3 2020.