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WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund

28 hedge funds and large institutions have $26.8M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $23.3M → $26.8M (+$3.57M)

0.54% less ownership

Funds ownership: 5.44%4.89% (-0.54%)

7% less funds holding

Funds holding: 3028 (-2)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
8
Reduced
11
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
$2.98M +$250K +6,404 +11%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.9M -$657K -16,809 -21%
UBS Group
3
UBS Group
Switzerland
$2.7M -$198K -5,078 -8%
WAM
4
Weiss Asset Management
Massachusetts
$2.52M +$2.21M +56,515 New
BCM
5
Beaumont Capital Management
Massachusetts
$2.17M -$350K -8,946 -16%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.15M +$903K +23,114 +92%
SCM
7
SOL Capital Management
Maryland
$1.82M -$291K -7,433 -15%
CastleKeep Investment Advisors
8
CastleKeep Investment Advisors
Connecticut
$1.58M
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.44M +$928K +23,740 +276%
ACGDR
10
Atmos Capital Gestao de Recursos
Brazil
$1.33M -$240K -6,151 -17%
AC
11
Avestar Capital
New York
$1.27M +$328K +8,402 +42%
LPL Financial
12
LPL Financial
California
$784K +$26.3K +674 +4%
NA
13
NewEdge Advisors
Louisiana
$721K -$201K -5,130 -24%
SS
14
SBI Securities
Japan
$708K -$20.4K -522 -3%
Bank of America
15
Bank of America
North Carolina
$581K -$29.5K -756 -5%
YDMI
16
Y.D. More Investments
Israel
$312K
Corient Private Wealth
17
Corient Private Wealth
Florida
$312K -$59.3K -1,516 -18%
BAM
18
Belpointe Asset Management
Nevada
$209K +$183K +4,692 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$116K +$93.6K +2,394 +1,197%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$81.1K +$71.1K +1,819 New
Wells Fargo
21
Wells Fargo
California
$47.7K +$860 +22 +2%
WTC
22
WhitTier Trust Company
Nevada
$44.1K
Osaic Holdings
23
Osaic Holdings
Arizona
$34.1K -$9.77K -250 -23%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$28K +$23.5K +601 +2,146%
FFA
25
Founders Financial Alliance
North Carolina
$2.45K

CXSE Hedge Fund Activity: Q3 2025 in Review

28 of the 7,629 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q3 2025, worth a combined $26.8M — up 15% from $23.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CXSE and 3 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 8 added.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $2.21M. The largest seller was NewEdge Wealth, exiting entirely with an estimated $3.21M sold.

  • 28 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q3 2025, down from 30 in Q2 2025.
  • Funds reported $26.8M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q3 2025, up 15% quarter-over-quarter.
  • 3 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q3 2025 and 5 closed out, a net change of -2 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q3 2025 was Weiss Asset Management, an estimated $2.21M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q3 2025 was NewEdge Wealth, an estimated $3.21M sold.

Based on aggregated 13F filings for Q3 2025.