We are live on ! Find out more
CXSE icon

WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund

65 hedge funds and large institutions have $150M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.8% less ownership

Funds ownership: 18.91%14.11% (-4.8%)

10% less funds holding

Funds holding: 7265 (-7)

18% less capital invested

Capital invested by funds: $182M → $150M (-$32.3M)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
65
Holders Change
-7
Holders Change %
-9.72%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
23
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.1M +$5.01M +93,679 +18%
Jane Street
2
Jane Street
New York
$21.6M -$8.57M -160,398 -27%
PPA
3
Parametric Portfolio Associates
Washington
$19.1M +$15.6M +291,957 +321%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$13.6M +$11.6M +217,039 +391%
Bank of America
5
Bank of America
North Carolina
$9.61M -$38M -710,529 -79%
BOPW
6
Brandywine Oak Private Wealth
Pennsylvania
$6.98M +$7.04M +131,701 New
MIH
7
Meitav Investment House
Israel
$5.76M +$475K +8,895 +8%
UBS Group
8
UBS Group
Switzerland
$4.43M +$778K +14,562 +20%
OMC
9
Old Mission Capital
Illinois
$4.35M -$8.02M -150,142 -63%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$4.01M +$1.72M +32,268 +67%
BS
11
Banco Santander
Spain
$3.82M +$1.35M +25,279 +49%
HF
12
HRT Financial
New York
$2.49M -$1.02M -19,148 -28%
LPL Financial
13
LPL Financial
California
$1.96M -$150K -2,798 -7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.81M -$45.6K -853 -2%
ACGDR
15
Atmos Capital Gestao de Recursos
Brazil
$1.79M
Goldman Sachs
16
Goldman Sachs
New York
$1.75M +$83.7K +1,567 +5%
Citadel Advisors
17
Citadel Advisors
Florida
$1.51M -$445K -8,325 -22%
Creative Planning
18
Creative Planning
Kansas
$1.4M -$124K -2,321 -8%
USCWA
19
U.S. Capital Wealth Advisors
Texas
$1.25M +$534K +9,985 +67%
NHC
20
Nicholas Hoffman & Company
Georgia
$1.22M +$321K +6,008 +33%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.08M -$368K -6,882 -24%
CAN
22
Cetera Advisor Networks
California
$1.02M -$36.1K -675 -3%
KM
23
Kalos Management
Georgia
$754K +$7.27K +136 +1%
Wells Fargo
24
Wells Fargo
California
$704K -$6.57K -123 -0.9%
B
25
Bellecapital
Switzerland
$626K

CXSE Hedge Fund Activity: Q4 2021 in Review

65 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q4 2021, worth a combined $150M — down 18% from $182M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of CXSE and 10 opened new positions — a net loss of 6 holders — while 23 trimmed existing stakes and 17 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $15.6M. The largest seller was Bank of America, cutting an estimated $38M.

  • 65 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q4 2021, down from 72 in Q3 2021.
  • Funds reported $150M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q4 2021, down 18% quarter-over-quarter.
  • 10 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q4 2021 and 16 closed out, a net change of -6 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q4 2021 was Parametric Portfolio Associates, an estimated $15.6M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q4 2021 was Bank of America, an estimated $38M sold.

Based on aggregated 13F filings for Q4 2021.