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

WisdomTree China ex-State-Owned Enterprises Fund logo
$38.40 +0.03 (+0.08%)
As of 01:46 PM Eastern
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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)
16
Total
Institutional Inflows
(last 12 months)
$6.67M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$5.08M
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CXSE Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE8,981$340K0.0%-28.9%0.069%
5/18/2026Royal Bank of Canada4,596$174K0.0%-94.4%0.035%
5/8/2026 Cassaday & Co Wealth Management LLC3,537$134K0.0%N/A0.027%
4/23/2026 Summit Investment Advisory Services LLC5,347$202K0.1%N/A0.041%
2/18/2026 NewEdge Advisors LLC656$26K0.0%-95.9%0.006%
2/18/2026OLD Mission Capital LLC51,575$2.07M0.0%N/A0.453%
2/17/2026Royal Bank of Canada82,562$3.31M0.0%+27.1%0.726%
2/13/2026 Granville Capital Inc.6,299$253K0.1%N/A0.055%
2/13/2026Wells Fargo & Company MN2,871$115K0.0%+168.1%0.025%
2/12/2026Jane Street Group LLC20,526$823K0.0%N/A0.180%
2/12/2026Ankerstar Wealth LLC1,508$60K0.1%N/A0.013%
2/12/2026 Bank of Montreal Can940$38K0.0%-63.8%0.008%
2/11/2026 LPL Financial LLC19,314$775K0.0%+9.8%0.170%
2/10/2026 Northwestern Mutual Wealth Management Co.826$33K0.0%N/A0.007%
2/3/2026 SBI Securities Co. Ltd.14,249$572K0.0%-10.3%0.125%
1/30/2026 SOL Capital Management CO41,672$1.67M0.2%+1.9%0.348%
11/17/2025 NewEdge Advisors LLC16,181$721K0.0%-24.1%0.129%
11/17/2025Susquehanna International Group LLP48,228$2.15M0.0%+92.0%0.386%
11/17/2025Bank of America Corp DE13,023$581K0.0%-5.5%0.104%
11/13/2025UBS Group AG60,476$2.70M0.0%-7.7%0.484%
11/10/2025 Algorithmic Investment Models LLC48,700$2.17M1.4%-15.5%0.390%
11/7/2025 Avestar Capital LLC28,422$1.27M0.1%+42.0%0.227%
11/5/2025 SBI Securities Co. Ltd.15,891$708K0.0%-3.2%0.127%
11/3/2025 Belpointe Asset Management LLC4,692$209K0.0%N/A0.038%
10/29/2025 SOL Capital Management CO40,912$1.82M0.2%-15.4%0.327%
9/26/2025 Corient Private Wealth LLC8,509$293K0.0%N/A0.069%
8/15/2025 Corient Private Wealth LLC8,509$293K0.0%N/A0.069%
8/15/2025Bank of America Corp DE13,779$474K0.0%+4.7%0.112%
8/14/2025Jane Street Group LLC11,640$401K0.0%-82.1%0.095%
8/8/2025 SBI Securities Co. Ltd.16,413$565K0.0%-8.4%0.133%
8/5/2025Castlekeep Investment Advisors LLC35,387$1.22M0.6%-3.2%0.288%
7/29/2025 Activest Wealth Management1,836$63K0.0%N/A0.015%
5/19/2025Jane Street Group LLC65,106$2.22M0.0%-35.5%0.529%
5/16/2025NewEdge Advisors LLC21,214$722K0.0%+8.2%0.172%
5/16/2025Algorithmic Investment Models LLC63,575$2.16M1.6%-5.7%0.517%
5/15/2025Royal Bank of Canada49,052$1.67M0.0%+344.8%0.399%
5/15/2025OLD Mission Capital LLC217,913$7.42M0.1%+552.5%1.772%
5/7/2025Foundations Investment Advisors LLC14,244$485K0.0%N/A0.116%
5/2/2025SBI Securities Co. Ltd.17,917$610K0.0%+12.3%0.146%
4/23/2025SOL Capital Management CO50,160$1.71M0.2%-19.5%0.401%
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2/20/2025Castlekeep Investment Advisors LLC36,555$1.09M0.2%N/A0.287%
2/17/2025Castlekeep Investment Advisors LLC1,092,263$32.64M0.2%N/A8.580%
2/17/2025Bank of America Corp DE17,317$517K0.0%-3.0%0.136%
2/17/2025Beaumont Capital Management LLC67,386$2.01M1.6%-5.0%0.529%
2/14/2025Jane Street Group LLC100,911$3.02M0.0%+50.1%0.793%
2/14/2025Susquehanna International Group LLP135,064$4.04M0.0%+18.7%1.061%
2/13/2025NewEdge Advisors LLC19,604$586K0.0%N/A0.154%
2/13/2025Bank of Nova Scotia39,900$1.20M0.0%-22.8%0.313%
2/13/2025Wells Fargo & Company MN1,080$32K0.0%-28.6%0.008%
2/12/2025OLD Mission Capital LLC33,395$998K0.0%+139.3%0.262%
2/12/2025JPMorgan Chase & Co.1,645$49K0.0%N/A0.013%
2/11/2025LPL Financial LLC15,659$468K0.0%+8.7%0.123%
2/6/2025SBI Securities Co. Ltd.15,952$477K0.0%N/A0.125%
2/5/2025NewEdge Wealth LLC102,829$3.07M0.1%N/A0.808%
2/3/2025Meitav Investment House Ltd.8,880$265K0.0%-50.0%0.070%
1/29/2025Avestar Capital LLC20,020$598K0.1%N/A0.157%
1/23/2025SOL Capital Management CO62,315$1.86M0.2%-16.1%0.490%
1/21/2025Avaii Wealth Management LLC147,394$4.40M2.2%N/A1.158%
11/15/2024Jane Street Group LLC67,243$2.23M0.0%-68.9%0.509%
11/14/2024Flow Traders U.S. LLC53,133$1.76M0.1%+41.5%0.403%
8/2/2024Foundations Investment Advisors LLC32,509$862K0.0%N/A0.250%
5/16/2024Jane Street Group LLC424,420$11.20M0.0%+384.4%3.114%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.55,962$1.46M0.0%N/A0.412%
4/24/2024SOL 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%
2/9/2024Corient Private Wealth LLC28,058$786K0.0%-7.7%0.170%
2/8/2024Foundations Investment Advisors LLC41,430$1.16M0.0%-5.3%0.251%
2/2/2024Syon Capital LLC133,178$3.73M0.3%N/A0.789%
1/29/2024Meitav Investment House Ltd.17,775$498K0.0%-54.2%0.105%
1/25/2024SOL Capital Management CO59,720$1.67M0.2%-28.4%0.354%
11/13/2023Hsbc Holdings PLC8,806$261K0.0%-93.0%0.044%
10/30/2023Y.D. More Investments Ltd7,000$207K0.0%-6.7%0.035%
10/24/2023Stratos Wealth Partners LTD.8,924$264K0.0%+9.4%0.045%
10/19/2023SOL Capital Management CO83,460$2.47M0.4%-25.0%0.417%
10/11/2023Vontobel Holding Ltd.12,990$384K0.0%+8.5%0.064%
10/5/2023Foundations Investment Advisors LLC43,764$1.30M0.0%N/A0.217%
8/11/2023Hsbc Holdings PLC126,257$3.87M0.0%-47.1%0.641%
8/10/2023Meitav 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%
8/3/2023Beaumont Capital Management LLC60,666$1.86M1.3%+25.1%0.308%
7/31/2023LPL Financial LLC135,344$4.15M0.0%+7.2%0.687%
7/25/2023Leo Brokerage LLC105,120$3.22M0.4%+4.1%0.534%
7/24/2023Vontobel Holding Ltd.11,970$367K0.0%+21.0%0.061%
7/24/2023Meitav Investment House Ltd.38,775$1.18M0.0%+56.5%0.196%
7/17/2023Procyon Advisors LLC8,150$250K0.0%+9.0%0.041%
7/12/2023Y.D. More Investments Ltd7,500$230K0.1%+11.9%0.038%
7/10/2023Ameliora 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%
5/11/2023Beaumont Capital Management LLC48,509$1.69M1.2%-18.8%0.230%
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5/11/2023Meitav Investment House Ltd.24,775$823K0.0%-36.1%0.117%
5/10/2023LPL Financial LLC126,203$4.39M0.0%+45.2%0.597%
5/9/2023White Pine Capital LLC5,892$205K0.1%N/A0.028%
5/2/2023Leo Brokerage LLC101,021$3.51M0.5%N/A0.478%
4/19/2023SOL Capital Management CO107,144$3.73M0.6%+0.7%0.507%
4/12/2023Vontobel Holding Ltd.9,895$344K0.0%-16.7%0.047%
4/10/2023Procyon 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%
2/9/2023Beaumont Capital Management LLC59,738$2.08M1.5%+12.2%0.263%


CXSE Institutional Ownership - Frequently Asked Questions

During the previous two years, 31 institutional investors and hedge funds held shares of WisdomTree China ex-State-Owned Enterprises Fund. The most heavily invested institutionals were Avaii Wealth Management LLC ($4.40M), NewEdge Wealth LLC ($3.07M), UBS Group AG ($2.70M), Algorithmic Investment Models LLC ($2.17M), Susquehanna International Group LLP ($2.15M), OLD Mission Capital LLC ($2.07M), and Beaumont Capital Management LLC ($2.01M).Learn more on WisdomTree China ex-State-Owned Enterprises Fund's institutional investors.

Of the 25 institutional investors that purchased WisdomTree China ex-State-Owned Enterprises Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Castlekeep Investment Advisors LLC ($1.13M), OLD Mission Capital LLC ($255.53K), Avaii Wealth Management LLC ($147.39K), NewEdge Wealth LLC ($102.83K), Royal Bank of Canada ($55.64K), Jane Street Group LLC ($54.19K), and Susquehanna International Group LLP ($44.35K).

Institutional investors have bought a total of 165,350 shares in the last 24 months. This purchase volume represents approximately $6.67M in transactions.

The following institutional investors have sold WisdomTree China ex-State-Owned Enterprises Fund stock in the last 24 months: Royal Bank of Canada ($77.97K), NewEdge Advisors LLC ($20.66K), Algorithmic Investment Models LLC ($8.95K), SOL Capital Management CO ($7.43K), UBS Group AG ($5.08K), Bank of America Corp DE ($4.41K), and SBI Securities Co. Ltd. ($2.16K).

Institutional investors have sold a total of 128,303 shares in the last 24 months. This volume of shares sold represents approximately $5.08M in transactions.


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Institutional ownership data for NASDAQ:CXSE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/19/2026. New 13F filings are added each quarter as they're published.
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