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WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund

34 hedge funds and large institutions have $38.5M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

0.65% less ownership

Funds ownership: 11.34%10.69% (-0.65%)

15% less funds holding

Funds holding: 4034 (-6)

35% less capital invested

Capital invested by funds: $59.7M → $38.5M (-$21.2M)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
34
Holders Change
-6
Holders Change %
-15%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$11.2M +$8.69M +336,807 +384%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$4.54M +$4.35M +168,433 +1,295,638%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.54M +$3.47M +134,273 New
Morgan Stanley
4
Morgan Stanley
New York
$2.05M -$15.4M -598,166 -88%
SCM
5
SOL Capital Management
Maryland
$1.99M +$407K +15,770 +26%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.75M +$158K +6,120 +10%
BCM
7
Beaumont Capital Management
Massachusetts
$1.57M
BNP Paribas Asset Management
8
BNP Paribas Asset Management
France
$1.46M +$1.44M +55,962 New
Citadel Advisors
9
Citadel Advisors
Florida
$1.43M +$653K +25,320 +88%
OMC
10
Old Mission Capital
Illinois
$1.14M -$7.31M -283,307 -87%
Bank of America
11
Bank of America
North Carolina
$1.07M +$109K +4,216 +12%
CastleKeep Investment Advisors
12
CastleKeep Investment Advisors
Connecticut
$976K
ACGDR
13
Atmos Capital Gestao de Recursos
Brazil
$948K
UBS Group
14
UBS Group
Switzerland
$864K -$231K -8,968 -21%
FTUS
15
Flow Traders U.S.
New York
$772K -$4.97M -192,392 -87%
Goldman Sachs
16
Goldman Sachs
New York
$611K
LPL Financial
17
LPL Financial
California
$579K +$198K +7,655 +54%
Corient Private Wealth
18
Corient Private Wealth
Florida
$574K -$163K -6,313 -22%
MIH
19
Meitav Investment House
Israel
$469K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$345K -$343K -13,276 -50%
IWM
21
IHT Wealth Management
Illinois
$274K -$5.16K -200 -2%
YDMI
22
Y.D. More Investments
Israel
$185K
Osaic Holdings
23
Osaic Holdings
Arizona
$65.6K -$103K -4,006 -62%
Wells Fargo
24
Wells Fargo
California
$46.1K +$6.71K +260 +17%
WTC
25
WhitTier Trust Company
Nevada
$25.8K

CXSE Hedge Fund Activity: Q1 2024 in Review

34 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q1 2024, worth a combined $38.5M — down 35% from $59.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of CXSE and 2 opened new positions — a net loss of 6 holders — while 9 trimmed existing stakes and 9 added.

The largest buyer was Jane Street, adding an estimated $8.69M. The largest seller was Morgan Stanley, cutting an estimated $15.4M.

  • 34 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q1 2024, down from 40 in Q4 2023.
  • Funds reported $38.5M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q1 2024, down 35% quarter-over-quarter.
  • 2 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q1 2024 and 8 closed out, a net change of -6 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q1 2024 was Jane Street, an estimated $8.69M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q1 2024 was Morgan Stanley, an estimated $15.4M sold.

Based on aggregated 13F filings for Q1 2024.