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WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund

31 hedge funds and large institutions have $29.5M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.43% less ownership

Funds ownership: 9.34%6.91% (-2.4%)

18% less funds holding

Funds holding: 3831 (-7)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

20% less capital invested

Capital invested by funds: $36.9M → $29.5M (-$7.39M)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

81% less call options, than puts

Call options by funds: $10K | Put options by funds: $54K

Holders
31
Holders Change
-7
Holders Change %
-18.42%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
10
Closed
10
Calls
$10K
Puts
$54K
Net Calls
-$44K
Net Calls Change
+$55K
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
1
Old Mission Capital
Illinois
$7.42M +$5.98M +184,518 +553%
NW
2
NewEdge Wealth
Pennsylvania
$3.06M -$423K -13,069 -13%
Jane Street
3
Jane Street
New York
$2.22M -$1.16M -35,805 -35%
BCM
4
Beaumont Capital Management
Massachusetts
$2.16M -$123K -3,811 -6%
Morgan Stanley
5
Morgan Stanley
New York
$1.85M +$65 +2 +0%
SCM
6
SOL Capital Management
Maryland
$1.71M -$394K -12,155 -20%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.67M +$1.23M +38,024 +345%
UBS Group
8
UBS Group
Switzerland
$1.37M +$153K +4,731 +13%
CastleKeep Investment Advisors
9
CastleKeep Investment Advisors
Connecticut
$1.24M
ACGDR
10
Atmos Capital Gestao de Recursos
Brazil
$1.22M
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$946K +$901K +27,797 New
NA
12
NewEdge Advisors
Louisiana
$722K +$52.2K +1,610 +8%
AC
13
Avestar Capital
New York
$681K
SS
14
SBI Securities
Japan
$610K +$63.7K +1,965 +12%
LPL Financial
15
LPL Financial
California
$563K +$28.3K +873 +6%
FIA
16
Foundations Investment Advisors
Arizona
$485K +$462K +14,244 New
Bank of America
17
Bank of America
North Carolina
$448K -$135K -4,151 -24%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$290K -$4.12M -127,022 -94%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$262K -$4.13M -127,368 -94%
YDMI
20
Y.D. More Investments
Israel
$238K
Citadel Advisors
21
Citadel Advisors
Florida
$148K -$2.65M -81,849 -95%
Osaic Holdings
22
Osaic Holdings
Arizona
$40.5K -$4.86K -150 -11%
Wells Fargo
23
Wells Fargo
California
$38.6K +$1.75K +54 +5%
WTC
24
WhitTier Trust Company
Nevada
$33.4K
WT
25
Whittier Trust
California
$20.4K

CXSE Hedge Fund Activity: Q1 2025 in Review

31 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q1 2025, worth a combined $29.5M — down 20% from $36.9M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of CXSE and 3 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 8 added.

The largest buyer was Old Mission Capital, adding an estimated $5.98M. The largest seller was Avaii Wealth Management, exiting entirely with an estimated $4.4M sold.

  • 31 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q1 2025, down from 38 in Q4 2024.
  • Funds reported $29.5M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q1 2025, down 20% quarter-over-quarter.
  • 3 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q1 2025 and 10 closed out, a net change of -7 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q1 2025 was Old Mission Capital, an estimated $5.98M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q1 2025 was Avaii Wealth Management, an estimated $4.4M sold.

Based on aggregated 13F filings for Q1 2025.