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WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund

63 hedge funds and large institutions have $119M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.12% more ownership

Funds ownership: 14.11%14.23% (+0.12%)

3% less funds holding

Funds holding: 6563 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

21% less capital invested

Capital invested by funds: $150M → $119M (-$31.2M)

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
14
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.2M +$312K +6,908 +1%
PPA
2
Parametric Portfolio Associates
Washington
$12.1M -$3.64M -80,588 -21%
HSBC Holdings
3
HSBC Holdings
United Kingdom
$12.1M +$9.95M +220,205 +274%
AT
4
Arvest Trust
Oklahoma
$7.45M +$8.41M +186,163 New
Bank of America
5
Bank of America
North Carolina
$6.6M -$1.26M -27,868 -14%
AF
6
Allworth Financial
California
$6.15M +$6.95M +153,747 +139,770%
CFIA
7
Cantor Fitzgerald Investment Advisors
New York
$6.15M +$6.95M +153,817 New
BOPW
8
Brandywine Oak Private Wealth
Pennsylvania
$6.07M +$905K +20,042 +15%
MIH
9
Meitav Investment House
Israel
$4.59M -$19.9K -440 -0.4%
SG
10
StoneX Group
New York
$4M +$4.52M +100,000 New
Osaic Holdings
11
Osaic Holdings
Arizona
$3.68M -$90.7K -2,007 -9%
UBS Group
12
UBS Group
Switzerland
$2.72M -$938K -20,764 -23%
LB
13
Leo Brokerage
Texas
$2M +$2.26M +50,029 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.98M -$10.1M -223,235 -82%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.88M +$484K +10,714 +29%
Goldman Sachs
16
Goldman Sachs
New York
$1.47M +$77.7K +1,720 +5%
ACGDR
17
Atmos Capital Gestao de Recursos
Brazil
$1.44M
CAN
18
Cetera Advisor Networks
California
$1.3M +$549K +12,144 +59%
LPL Financial
19
LPL Financial
California
$1.3M -$311K -6,893 -18%
Citadel Advisors
20
Citadel Advisors
Florida
$1.19M -$21.5K -475 -2%
HF
21
HRT Financial
New York
$957K -$1.17M -25,991 -52%
NHC
22
Nicholas Hoffman & Company
Georgia
$788K -$212K -4,693 -19%
USCWA
23
U.S. Capital Wealth Advisors
Texas
$786K -$242K -5,348 -21%
Jane Street
24
Jane Street
New York
$701K -$18.8M -416,297 -96%
Creative Planning
25
Creative Planning
Kansas
$618K -$574K -12,709 -45%

CXSE Hedge Fund Activity: Q1 2022 in Review

63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q1 2022, worth a combined $119M — down 21% from $150M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of CXSE and 13 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 14 added.

The largest buyer was HSBC Holdings, adding an estimated $9.95M. The largest seller was Jane Street, cutting an estimated $18.8M.

  • 63 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q1 2022, down from 65 in Q4 2021.
  • Funds reported $119M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q1 2022, down 21% quarter-over-quarter.
  • 13 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q1 2022 and 15 closed out, a net change of -2 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q1 2022 was HSBC Holdings, an estimated $9.95M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q1 2022 was Jane Street, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2022.