We are live on ! Find out more
CXSE icon

WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund

54 hedge funds and large institutions have $142M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $122M → $142M (+$19.9M)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

5.62% more ownership

Funds ownership: 13.19%18.81% (+5.6%)

0% more funds holding

Funds holding: 5454 (0)

Holders
54
Holders Change
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
14
Closed
8
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
$54.5M +$59.2M +1,574,725 +1,047%
Morgan Stanley
2
Morgan Stanley
New York
$21.9M -$5.11M -135,990 -16%
HSBC Holdings
3
HSBC Holdings
United Kingdom
$13.8M -$1.18M -31,461 -7%
Jane Street
4
Jane Street
New York
$9.88M +$5.32M +141,555 +83%
AT
5
Arvest Trust
Oklahoma
$6.27M +$265K +7,063 +4%
CF
6
Cantor Fitzgerald
New York
$5.42M +$85.7K +2,280 +1%
AF
7
Allworth Financial
California
$5.41M +$73K +1,942 +1%
MIH
8
Meitav Investment House
Israel
$4.12M +$526K +14,000 +12%
OMC
9
Old Mission Capital
Illinois
$2.15M +$1.83M +48,738 +251%
SCM
10
SOL Capital Management
Maryland
$2.03M +$556K +14,810 +30%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.72M -$290K -7,722 -12%
BCM
12
Beaumont Capital Management
Massachusetts
$1.68M +$2M +53,226 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.26M +$1.5M +39,811 New
CAN
14
Cetera Advisor Networks
California
$1.23M +$47.1K +1,254 +3%
LPL Financial
15
LPL Financial
California
$1.18M -$111K -2,951 -7%
ACGDR
16
Atmos Capital Gestao de Recursos
Brazil
$1.14M
UBS Group
17
UBS Group
Switzerland
$1.08M -$315K -8,372 -20%
Goldman Sachs
18
Goldman Sachs
New York
$984K
KPW
19
Kore Private Wealth
New York
$865K +$1.03M +27,395 New
KAS
20
Kestra Advisory Services
Texas
$794K +$945K +25,141 New
NHC
21
Nicholas Hoffman & Company
Georgia
$610K +$789 +21 +0.1%
Osaic Holdings
22
Osaic Holdings
Arizona
$496K -$2.71K -72 -0.5%
Vontobel Holding
23
Vontobel Holding
Switzerland
$375K
LSAG
24
Lake Street Advisors Group
New Hampshire
$361K +$1.5K +40 +0.4%
HC
25
Henshaw Capital
Massachusetts
$345K +$410K +10,922 New

CXSE Hedge Fund Activity: Q3 2022 in Review

54 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q3 2022, worth a combined $142M — up 16% from $122M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CXSE positions and 8 closed out — a net gain of 1 holder — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $59.2M. The largest seller was Morgan Stanley, cutting an estimated $5.11M.

  • 54 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $142M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q3 2022, up 16% quarter-over-quarter.
  • 9 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q3 2022 and 8 closed out, a net change of +1 holder.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q3 2022 was Bank of America, an estimated $59.2M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q3 2022 was Morgan Stanley, an estimated $5.11M sold.

Based on aggregated 13F filings for Q3 2022.