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WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund

63 hedge funds and large institutions have $271M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

39% more capital invested

Capital invested by funds: $195M → $271M (+$75.5M)

37% more funds holding

Funds holding: 4663 (+17)

69.92% less ownership

Funds ownership: 108.73%38.81% (-70%)

Holders
63
Holders Change
+17
Holders Change %
+36.96%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
19
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$51.8M
Bank of America
2
Bank of America
North Carolina
$50.2M +$2.54M +41,474 +6%
HSBC Holdings
3
HSBC Holdings
United Kingdom
$34.5M +$10.2M +167,031 +47%
Osaic Holdings
4
Osaic Holdings
Arizona
$24M +$1.95M +31,800 +10%
Morgan Stanley
5
Morgan Stanley
New York
$16.4M +$2M +32,622 +15%
Jane Street
6
Jane Street
New York
$9.94M +$6.22M +101,445 +204%
FHC
7
First Heartland Consultants
Missouri
$7.99M +$7.45M +121,501 New
OAJ
8
Ogorek Anthony Joseph
New York
$7.73M +$7.21M +117,566 New
CFIA
9
Cantor Fitzgerald Investment Advisors
New York
$6.73M -$625K -10,180 -9%
DCM
10
DeGreen Capital Management
Arizona
$6.62M -$171K -2,786 -3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.81M +$577K +9,399 +12%
UBS Group
12
UBS Group
Switzerland
$5.52M +$581K +9,467 +13%
PPA
13
Parametric Portfolio Associates
Washington
$4.76M +$123K +2,007 +3%
EWM
14
Evermay Wealth Management
Virginia
$4.4M +$187K +3,055 +5%
LPL Financial
15
LPL Financial
California
$3.93M +$2.14M +34,850 +140%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.89M +$1.82M +29,642 +208%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$2.72M +$2.53M +41,304 New
BCM
18
Beaumont Capital Management
Massachusetts
$2.12M +$1.98M +32,270 New
Creative Planning
19
Creative Planning
Kansas
$2.02M +$447K +7,288 +31%
Wells Fargo
20
Wells Fargo
California
$1.89M +$1.15M +18,742 +189%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.85M +$1.73M +28,155 New
BFA
22
Beaumont Financial Advisors
Massachusetts
$1.62M -$650K -10,597 -30%
KM
23
Kalos Management
Georgia
$1.4M -$2.35M -38,381 -68%
Bank of Nova Scotia
24
Bank of Nova Scotia
Ontario, Canada
$1.25M +$1.17M +19,000 New
BBHBI
25
B, B, H, & B Inc
Alabama
$1.21M +$1.13M +18,470 New

CXSE Hedge Fund Activity: Q4 2020 in Review

63 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q4 2020, worth a combined $271M — up 39% from $195M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CXSE positions and 5 closed out — a net gain of 18 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $10.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.83M sold.

  • 63 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q4 2020, up from 46 in Q3 2020.
  • Funds reported $271M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q4 2020, up 39% quarter-over-quarter.
  • 23 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q4 2020 and 5 closed out, a net change of +18 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q4 2020 was HSBC Holdings, an estimated $10.2M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q4 2020 was Citadel Advisors, an estimated $7.83M sold.

Based on aggregated 13F filings for Q4 2020.