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WisdomTree China ex-State-Owned Enterprises Fund (CXSE) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for WisdomTree China ex-State-Owned Enterprises Fund (NASDAQ:CXSE)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$20.26M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$9.51M
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CXSE Institutional Buying and Selling by Quarter

WisdomTree China ex-State-Owned Enterprises Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.55,962$1.46M0.0%N/A0.412%
4/24/2024 SOL Capital Management CO75,490$1.99M0.3%+26.4%0.554%
2/26/2024Syon Capital LLC132,974$3.73M0.3%N/A0.807%
2/15/2024OLD Mission Capital LLC326,335$9.14M0.2%+591.3%1.980%
2/9/2024 Corient Private Wealth LLC28,058$786K0.0%-7.7%0.170%
2/8/2024 Foundations Investment Advisors LLC41,430$1.16M0.0%-5.3%0.251%
2/2/2024Syon Capital LLC133,178$3.73M0.3%N/A0.789%
1/29/2024 Meitav Investment House Ltd.17,775$498K0.0%-54.2%0.105%
1/25/2024 SOL Capital Management CO59,720$1.67M0.2%-28.4%0.354%
11/13/2023Hsbc Holdings PLC8,806$261K0.0%-93.0%0.044%
10/30/2023 Y.D. More Investments Ltd7,000$207K0.0%-6.7%0.035%
10/24/2023 Stratos Wealth Partners LTD.8,924$264K0.0%+9.4%0.045%
10/19/2023 SOL Capital Management CO83,460$2.47M0.4%-25.0%0.417%
10/11/2023 Vontobel Holding Ltd.12,990$384K0.0%+8.5%0.064%
10/5/2023 Foundations Investment Advisors LLC43,764$1.30M0.0%N/A0.217%
8/11/2023Hsbc Holdings PLC126,257$3.87M0.0%-47.1%0.641%
8/10/2023 Meitav Investment House Ltd.38,775$1.18M0.0%+56.5%0.197%
8/9/2023Flow Traders U.S. LLC15,430$473K0.0%-36.4%0.078%
8/3/2023 Beaumont Capital Management LLC60,666$1.86M1.3%+25.1%0.308%
7/31/2023 LPL Financial LLC135,344$4.15M0.0%+7.2%0.687%
7/25/2023Leo Brokerage LLC105,120$3.22M0.4%+4.1%0.534%
7/24/2023 Vontobel Holding Ltd.11,970$367K0.0%+21.0%0.061%
7/24/2023 Meitav Investment House Ltd.38,775$1.18M0.0%+56.5%0.196%
7/17/2023 Procyon Advisors LLC8,150$250K0.0%+9.0%0.041%
7/12/2023 Y.D. More Investments Ltd7,500$230K0.1%+11.9%0.038%
7/10/2023 Ameliora Wealth Management Ltd.3,250$100K0.1%-50.0%0.016%
5/12/2023OLD Mission Capital LLC448,783$15.61M0.3%-10.3%2.124%
5/11/2023 Beaumont Capital Management LLC48,509$1.69M1.2%-18.8%0.230%
5/11/2023 Meitav Investment House Ltd.24,775$823K0.0%-36.1%0.117%
5/10/2023 LPL Financial LLC126,203$4.39M0.0%+45.2%0.597%
5/9/2023 White Pine Capital LLC5,892$205K0.1%N/A0.028%
5/2/2023Leo Brokerage LLC101,021$3.51M0.5%N/A0.478%
4/19/2023 SOL Capital Management CO107,144$3.73M0.6%+0.7%0.507%
4/12/2023 Vontobel Holding Ltd.9,895$344K0.0%-16.7%0.047%
4/10/2023 Procyon Advisors LLC7,474$260K0.0%N/A0.035%
3/6/2023OLD Mission Capital LLC500,585$17.39M0.5%+634.7%2.202%
2/15/2023Arvest Trust Co. N A202,915$7.05M0.4%+2.2%0.893%
2/9/2023 Beaumont Capital Management LLC59,738$2.08M1.5%+12.2%0.263%
2/8/2023 UBS Group AG57,749$2.01M0.0%+69.2%0.254%
2/8/2023 Belpointe Asset Management LLC1,904$66K0.0%N/A0.008%
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2/7/2023 LPL Financial LLC86,928$3.02M0.0%+132.6%0.382%
2/7/2023 Envestnet Asset Management Inc.7,556$262K0.0%+8.7%0.033%
2/6/2023 Y.D. More Investments Ltd3,170$112K0.0%N/A0.014%
2/6/2023 Meitav Dash Investments Ltd.38,775$1.37M0.0%-69.9%0.171%
2/2/2023 Simplex Trading LLC4,659$161K0.0%N/A0.020%
1/31/2023Kestra Advisory Services LLC25,791$896K0.0%+2.6%0.113%
1/24/2023 SOL Capital Management CO106,414$3.70M0.7%+65.5%0.468%
11/22/2022IHT Wealth Management LLC9,830$310K0.0%+10.5%0.044%
11/15/2022Cantor Fitzgerald L. P.171,702$5.42M0.1%+1.3%0.775%
11/14/2022Kore Private Wealth LLC27,395$865K0.2%N/A0.124%
11/14/2022OLD Mission Capital LLC68,133$2.15M0.1%+251.3%0.308%
11/14/2022Hsbc Holdings PLC436,987$13.80M0.0%-6.7%1.973%
11/10/2022 Beaumont Capital Management LLC53,226$1.68M1.7%N/A0.240%
11/7/2022Arvest Trust Co. N A198,629$6.27M0.4%+3.7%0.897%
11/2/2022Rockefeller Capital Management L.P.2,264$71K0.0%+20.2%0.010%
11/1/2022Kestra Advisory Services LLC25,141$794K0.0%N/A0.105%
11/1/2022 U.S. Capital Wealth Advisors LLC6,555$207K0.0%-38.9%0.027%
10/31/2022 Meitav Dash Investments Ltd.128,775$4.12M0.1%+12.2%0.540%
10/18/2022 Allworth Financial LP171,387$5.41M0.1%+1.1%0.718%
10/12/2022 SOL Capital Management CO64,309$2.03M0.4%+29.9%0.269%
10/12/2022 180 Wealth Advisors LLC10,781$340K0.1%N/A0.045%
8/13/2022 Nicholas Hoffman & Company LLC.19,304$823K0.0%-2.0%0.082%
8/13/2022Flow Traders U.S. LLC19,885$848K0.0%N/A0.085%
8/12/2022 U.S. Capital Wealth Advisors LLC10,722$457K0.0%-45.4%0.046%
8/11/2022Cetera Advisor Networks LLC37,733$1.61M0.0%+15.7%0.161%
8/5/2022OLD Mission Capital LLC19,395$827K0.0%N/A0.083%
8/2/2022 Belpointe Asset Management LLC2,458$105K0.0%-27.8%0.011%
7/22/2022 Brandywine Oak Private Wealth LLC25,303$1.08M0.1%-83.3%0.108%
7/21/2022 SOL Capital Management CO49,499$2.11M0.4%N/A0.212%
7/13/2022 Allworth Financial LP169,445$7.23M0.1%+10.1%0.780%
7/11/2022Leo Brokerage LLC90,650$3.87M1.0%+81.2%0.417%
6/28/2022Stelac Advisory Services LLC10,700$429K0.2%+62.7%0.052%
5/12/2022 U.S. Capital Wealth Advisors LLC19,643$786K0.0%-21.4%0.097%
5/12/2022 Nwam LLC5,579$223K0.0%-51.6%0.027%
5/12/2022Cetera Advisor Networks LLC32,606$1.30M0.0%+59.3%0.160%
5/11/2022 Lake Street Advisors Group LLC11,324$453K0.0%N/A0.056%
5/11/2022 Cantor Fitzgerald Investment Advisor L.P153,817$6.15M0.3%N/A0.757%
5/10/2022 Nicholas Hoffman & Company LLC.19,707$788K0.0%-19.2%0.097%
5/10/2022Stelac Advisory Services LLC10,700$429K0.1%+62.7%0.053%
5/9/2022 WealthShield Partners LLC6,465$259K0.0%N/A0.032%
5/9/2022 Meitav Dash Investments Ltd.114,775$4.59M0.1%-0.4%0.565%
5/9/2022Qube Research & Technologies Ltd14,658$588K0.0%N/A0.072%
5/4/2022 Advisor Group Holdings Inc.19,565$3.68M0.0%-9.3%0.096%
5/4/2022Arvest Trust Co. N A186,163$7.45M0.4%N/A0.916%
5/4/2022 Envestnet Asset Management Inc.11,946$478K0.0%+101.3%0.059%
5/3/2022 Bellecapital International Ltd.10,158$406K0.1%-19.1%0.050%
5/3/2022Leo Brokerage LLC50,029$2.00M0.3%N/A0.245%
5/2/2022 Brandywine Oak Private Wealth LLC151,743$6.07M0.7%+15.2%0.743%
4/26/2022 Stratos Wealth Partners LTD.9,398$376K0.0%-12.4%0.046%
4/26/2022 Activest Wealth Management3,168$127K0.1%N/A0.016%
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4/22/2022 Allworth Financial LP153,857$6.15M0.1%+139,770.0%0.753%
4/15/2022 Colonial River Wealth Management LLC9,723$389K0.2%N/A0.048%
4/13/2022 Cantor Fitzgerald Investment Advisor L.P153,817$6.15M0.3%N/A0.753%
2/14/2022IHT Wealth Management LLC6,265$312K0.0%-17.6%0.030%
2/14/2022 Mutual Advisors LLC6,462$322K0.0%-34.7%0.031%
2/10/2022 Nwam LLC11,521$574K0.0%-22.3%0.055%
2/10/2022 Nicholas Hoffman & Company LLC.24,400$1.22M0.0%+32.7%0.117%
2/10/2022OLD Mission Capital LLC87,346$4.35M0.2%-63.2%0.420%
2/9/2022 Banco Santander S.A.76,712$3.82M0.0%+49.1%0.369%
2/8/2022Steward Partners Investment Advisory LLC550$27K0.0%-61.4%0.003%
(Data available from 1/1/2016 forward)

CXSE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CXSE shares?

During the previous two years, 36 institutional investors and hedge funds held shares of WisdomTree China ex-State-Owned Enterprises Fund. The most heavily invested institutionals were OLD Mission Capital LLC ($9.14M), Arvest Trust Co. N A ($7.05M), Cantor Fitzgerald L. P. ($5.42M), Allworth Financial LP ($5.41M), LPL Financial LLC ($4.15M), Syon Capital LLC ($3.73M), and Leo Brokerage LLC ($3.22M).Learn more on CXSE's institutional investors.

Which institutional investors have been buying WisdomTree China ex-State-Owned Enterprises Fund stock?

Of the 30 institutional investors that purchased WisdomTree China ex-State-Owned Enterprises Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OLD Mission Capital LLC ($779.71K), Syon Capital LLC ($266.15K), Leo Brokerage LLC ($145.74K), SOL Capital Management CO ($122.91K), LPL Financial LLC ($97.98K), Beaumont Capital Management LLC ($71.90K), and BNP PARIBAS ASSET MANAGEMENT Holding S.A. ($55.96K).

How much institutional buying is happening at WisdomTree China ex-State-Owned Enterprises Fund?

Institutional investors have bought a total of 1,804,353 shares in the last 24 months. This purchase volume represents approximately $96.76M in transactions.

Which WisdomTree China ex-State-Owned Enterprises Fund major shareholders have been selling company stock?

Of the 16 institutional investors that sold WisdomTree China ex-State-Owned Enterprises Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hsbc Holdings PLC ($261.14K), Brandywine Oak Private Wealth LLC ($126.44K), Meitav Dash Investments Ltd. ($90K), OLD Mission Capital LLC ($51.80K), SOL Capital Management CO ($51.56K), Meitav Investment House Ltd. ($35K), and U.S. Capital Wealth Advisors LLC ($13.09K).

How much institutional selling is happening at WisdomTree China ex-State-Owned Enterprises Fund?

Institutional investors have sold a total of 660,856 shares in the last 24 months. This volume of shares sold represents approximately $35.17M in transactions.


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This page (NASDAQ:CXSE) was last updated on 5/15/2024 by MarketBeat.com Staff

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