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WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund

40 hedge funds and large institutions have $59.7M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

44% more capital invested

Capital invested by funds: $41.4M → $59.7M (+$18.2M)

14% more funds holding

Funds holding: 3540 (+5)

4.41% more ownership

Funds ownership: 6.93%11.34% (+4.4%)

69% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 16

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
5
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.9M +$7.01M +245,279 +57%
OMC
2
Old Mission Capital
Illinois
$9.14M +$7.98M +279,128 +591%
SC
3
Syon Capital
California
$7.46M +$7.61M +266,152 New
FTUS
4
Flow Traders U.S.
New York
$6.21M +$4.44M +155,349 +234%
Jane Street
5
Jane Street
New York
$2.45M -$4.97M -173,784 -66%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.69M +$991K +34,638 +134%
SCM
7
SOL Capital Management
Maryland
$1.67M -$679K -23,740 -28%
BCM
8
Beaumont Capital Management
Massachusetts
$1.67M -$33.3K -1,163 -2%
UBS Group
9
UBS Group
Switzerland
$1.17M -$247K -8,636 -17%
CastleKeep Investment Advisors
10
CastleKeep Investment Advisors
Connecticut
$1.04M +$1.06M +36,999 New
Bank of America
11
Bank of America
North Carolina
$1.02M -$852K -29,779 -45%
ACGDR
12
Atmos Capital Gestao de Recursos
Brazil
$1.01M
FIA
13
Foundations Investment Advisors
Arizona
$1M -$66.7K -2,334 -5%
Citadel Advisors
14
Citadel Advisors
Florida
$809K +$826K +28,871 New
Corient Private Wealth
15
Corient Private Wealth
Florida
$786K -$67.2K -2,351 -8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$738K -$222K -7,766 -23%
Goldman Sachs
17
Goldman Sachs
New York
$649K -$136K -4,751 -17%
MIH
18
Meitav Investment House
Israel
$498K -$601K -21,000 -54%
LPL Financial
19
LPL Financial
California
$401K -$151K -5,286 -27%
IWM
20
IHT Wealth Management
Illinois
$296K -$3.35K -117 -1%
SWP
21
Stratos Wealth Partners
Ohio
$254K +$4.35K +152 +2%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$242K -$5.26K -184 -2%
YDMI
23
Y.D. More Investments
Israel
$196K
Osaic Holdings
24
Osaic Holdings
Arizona
$182K -$22.4K -782 -11%
Wells Fargo
25
Wells Fargo
California
$41.7K -$13.9K -486 -25%

CXSE Hedge Fund Activity: Q4 2023 in Review

40 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q4 2023, worth a combined $59.7M — up 44% from $41.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CXSE positions and 5 closed out — a net gain of 5 holders — while 5 added to existing stakes and 16 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $7.98M. The largest seller was Jane Street, cutting an estimated $4.97M.

  • 40 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q4 2023, up from 35 in Q3 2023.
  • Funds reported $59.7M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q4 2023, up 44% quarter-over-quarter.
  • 10 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q4 2023 and 5 closed out, a net change of +5 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q4 2023 was Old Mission Capital, an estimated $7.98M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q4 2023 was Jane Street, an estimated $4.97M sold.

Based on aggregated 13F filings for Q4 2023.