We are live on ! Find out more
CXSE icon

WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund

38 hedge funds and large institutions have $36.9M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

27% more capital invested

Capital invested by funds: $29M → $36.9M (+$7.85M)

23% more funds holding

Funds holding: 3138 (+7)

2.5% more ownership

Funds ownership: 6.84%9.34% (+2.5%)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

97% less call options, than puts

Call options by funds: $3K | Put options by funds: $102K

Holders
38
Holders Change
+7
Holders Change %
+22.58%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
13
Closed
2
Calls
$3K
Puts
$102K
Net Calls
-$99K
Net Calls Change
-$99K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Avaii Wealth Management
Wisconsin
$4.4M +$4.72M +147,394 New
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$4.05M -$146K -4,570 -3%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.04M +$679K +21,231 +19%
NW
4
NewEdge Wealth
Pennsylvania
$3.07M +$3.29M +102,829 New
Jane Street
5
Jane Street
New York
$3.02M +$1.08M +33,668 +50%
Citadel Advisors
6
Citadel Advisors
Florida
$2.58M +$2.76M +86,184 New
BCM
7
Beaumont Capital Management
Massachusetts
$2.01M -$113K -3,536 -5%
SCM
8
SOL Capital Management
Maryland
$1.86M -$383K -11,975 -16%
Morgan Stanley
9
Morgan Stanley
New York
$1.62M -$52.4K -1,639 -3%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$1.2M -$377K -11,790 -23%
CastleKeep Investment Advisors
11
CastleKeep Investment Advisors
Connecticut
$1.09M -$98.5K -3,079 -8%
ACGDR
12
Atmos Capital Gestao de Recursos
Brazil
$1.08M
UBS Group
13
UBS Group
Switzerland
$1.06M +$83.5K +2,610 +8%
FTUS
14
Flow Traders U.S.
New York
$1.03M -$597K -18,662 -35%
OMC
15
Old Mission Capital
Illinois
$998K +$622K +19,441 +139%
AC
16
Avestar Capital
New York
$598K +$641K +20,020 New
NA
17
NewEdge Advisors
Louisiana
$586K +$627K +19,604 New
Bank of America
18
Bank of America
North Carolina
$517K -$17.3K -541 -3%
SS
19
SBI Securities
Japan
$477K +$510K +15,952 New
LPL Financial
20
LPL Financial
California
$468K +$40.2K +1,257 +9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$330K +$11.6K +361 +3%
MIH
22
Meitav Investment House
Israel
$265K -$285K -8,895 -50%
YDMI
23
Y.D. More Investments
Israel
$209K
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$77.8K +$79.4K +2,483 +2,035%
JP Morgan Chase
25
JP Morgan Chase
New York
$49.2K +$52.6K +1,645 New

CXSE Hedge Fund Activity: Q4 2024 in Review

38 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q4 2024, worth a combined $36.9M — up 27% from $29M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CXSE positions and 2 closed out — a net gain of 7 holders — while 9 added to existing stakes and 13 trimmed.

The largest buyer was Avaii Wealth Management, opening a new position worth an estimated $4.72M. The largest seller was Bank of Montreal, cutting an estimated $1.33M.

  • 38 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q4 2024, up from 31 in Q3 2024.
  • Funds reported $36.9M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q4 2024, up 27% quarter-over-quarter.
  • 9 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q4 2024 and 2 closed out, a net change of +7 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q4 2024 was Avaii Wealth Management, an estimated $4.72M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q4 2024 was Bank of Montreal, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2024.