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WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund

54 hedge funds and large institutions have $122M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

3% more capital invested

Capital invested by funds: $119M → $122M (+$3.36M)

1.04% less ownership

Funds ownership: 14.23%13.19% (-1%)

14% less funds holding

Funds holding: 6354 (-9)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
54
Holders Change
-9
Holders Change %
-14.29%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
16
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$35.4M +$7.64M +198,298 +31%
HSBC Holdings
2
HSBC Holdings
United Kingdom
$20M +$6.46M +167,746 +56%
AT
3
Arvest Trust
Oklahoma
$8.17M +$208K +5,403 +3%
Jane Street
4
Jane Street
New York
$7.31M +$5.93M +153,878 +878%
AF
5
Allworth Financial
California
$7.23M +$601K +15,588 +10%
CF
6
Cantor Fitzgerald
New York
$7.23M +$6.53M +169,422 New
Bank of America
7
Bank of America
North Carolina
$6.42M -$562K -14,591 -9%
MIH
8
Meitav Investment House
Israel
$4.89M
LB
9
Leo Brokerage
Texas
$3.87M +$1.57M +40,621 +81%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.65M +$581K +15,068 +32%
SCM
11
SOL Capital Management
Maryland
$2.11M +$1.91M +49,499 New
UBS Group
12
UBS Group
Switzerland
$1.81M -$986K -25,604 -38%
LPL Financial
13
LPL Financial
California
$1.72M +$304K +7,896 +24%
CAN
14
Cetera Advisor Networks
California
$1.61M +$198K +5,127 +16%
ACGDR
15
Atmos Capital Gestao de Recursos
Brazil
$1.53M
Goldman Sachs
16
Goldman Sachs
New York
$1.33M -$219K -5,683 -15%
BOPW
17
Brandywine Oak Private Wealth
Pennsylvania
$1.08M -$4.87M -126,440 -83%
FTUS
18
Flow Traders U.S.
New York
$848K +$766K +19,885 New
OMC
19
Old Mission Capital
Illinois
$827K +$747K +19,395 New
NHC
20
Nicholas Hoffman & Company
Georgia
$823K -$15.5K -403 -2%
Osaic Holdings
21
Osaic Holdings
Arizona
$671K -$147K -3,825 -20%
Vontobel Holding
22
Vontobel Holding
Switzerland
$507K +$7.13K +185 +2%
LSAG
23
Lake Street Advisors Group
New Hampshire
$486K +$2.39K +62 +0.5%
USCWA
24
U.S. Capital Wealth Advisors
Texas
$457K -$344K -8,921 -45%
SAS
25
Stelac Advisory Services
New York
$446K -$9.63K -250 -2%

CXSE Hedge Fund Activity: Q2 2022 in Review

54 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q2 2022, worth a combined $122M — up 2.8% from $119M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of CXSE and 6 opened new positions — a net loss of 7 holders — while 16 trimmed existing stakes and 17 added.

The largest buyer was Morgan Stanley, adding an estimated $7.64M. The largest seller was Brandywine Oak Private Wealth, cutting an estimated $4.87M.

  • 54 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q2 2022, down from 63 in Q1 2022.
  • Funds reported $122M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q2 2022, up 2.8% quarter-over-quarter.
  • 6 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q2 2022 and 13 closed out, a net change of -7 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q2 2022 was Morgan Stanley, an estimated $7.64M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q2 2022 was Brandywine Oak Private Wealth, an estimated $4.87M sold.

Based on aggregated 13F filings for Q2 2022.