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WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund

86 hedge funds and large institutions have $329M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 10

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

37% more funds holding

Funds holding: 6386 (+23)

21% more capital invested

Capital invested by funds: $271M → $329M (+$58.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.92% less ownership

Funds ownership: 38.81%36.89% (-1.9%)

Holders
86
Holders Change
+23
Holders Change %
+36.51%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
29
Reduced
15
Closed
10
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
$101M +$56.2M +786,375 +103%
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$51.4M
Morgan Stanley
3
Morgan Stanley
New York
$27.4M +$12.2M +170,241 +68%
Osaic Holdings
4
Osaic Holdings
Arizona
$26.3M +$2.74M +38,355 +11%
Citadel Advisors
5
Citadel Advisors
Florida
$11.4M +$12.4M +174,205 New
UBS Group
6
UBS Group
Switzerland
$9.27M +$4.16M +58,324 +70%
FHC
7
First Heartland Consultants
Missouri
$9.06M +$1.25M +17,516 +14%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$8.6M -$28.1M -393,190 -75%
OAJ
9
Ogorek Anthony Joseph
New York
$7.8M +$154K +2,155 +2%
CFIA
10
Cantor Fitzgerald Investment Advisors
New York
$6.73M
LPL Financial
11
LPL Financial
California
$5.36M +$1.61M +22,544 +38%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.04M -$793K -11,107 -13%
PPA
13
Parametric Portfolio Associates
Washington
$4.98M +$283K +3,970 +5%
DCM
14
DeGreen Capital Management
Arizona
$4.39M -$93.2K -1,305 -1%
EWM
15
Evermay Wealth Management
Virginia
$3.82M -$595K -8,326 -12%
Jane Street
16
Jane Street
New York
$3.72M -$6.72M -94,096 -62%
BS
17
Banco Santander
Spain
$3.23M +$3.54M +49,544 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.23M +$400K +5,605 +13%
Wells Fargo
19
Wells Fargo
California
$2.74M +$950K +13,306 +46%
BRWA
20
B. Riley Wealth Advisors
Florida
$2.61M +$2.86M +39,991 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.38M +$2.6M +36,457 New
Creative Planning
22
Creative Planning
Kansas
$2.25M +$268K +3,760 +12%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.21M -$527K -7,380 -18%
BCM
24
Beaumont Capital Management
Massachusetts
$2.17M +$75K +1,050 +3%
BFA
25
Beaumont Financial Advisors
Massachusetts
$1.53M -$81.3K -1,138 -5%

CXSE Hedge Fund Activity: Q1 2021 in Review

86 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q1 2021, worth a combined $329M — up 21% from $271M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CXSE positions and 10 closed out — a net gain of 23 holders — while 29 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $56.2M. The largest seller was HSBC Holdings, cutting an estimated $28.1M.

  • 86 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q1 2021, up from 63 in Q4 2020.
  • Funds reported $329M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q1 2021, up 21% quarter-over-quarter.
  • 33 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q1 2021 and 10 closed out, a net change of +23 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q1 2021 was Bank of America, an estimated $56.2M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q1 2021 was HSBC Holdings, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2021.