Go Pro
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free CXSE Stock Alerts

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

WisdomTree China ex-State-Owned Enterprises Fund logo
$37.69 +0.01 (+0.03%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$37.72 +0.04 (+0.09%)
As of 07/2/2026 06:26 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$6.74M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$7.02M
Get CXSE Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree China ex-State-Owned Enterprises Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CXSE Institutional Buying and Selling by Quarter

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

Export
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%
5/8/2026Cassaday & Co Wealth Management LLC3,537$134K0.0%N/A0.027%
4/23/2026Summit Investment Advisory Services LLC5,347$202K0.1%N/A0.041%
2/18/2026NewEdge 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%
2/13/2026Granville 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%
2/12/2026Bank of Montreal Can940$38K0.0%-63.8%0.008%
2/11/2026LPL Financial LLC19,314$775K0.0%+9.8%0.170%
2/10/2026Northwestern Mutual Wealth Management Co.826$33K0.0%N/A0.007%
2/3/2026SBI Securities Co. Ltd.14,249$572K0.0%-10.3%0.125%
1/30/2026SOL Capital Management CO41,672$1.67M0.2%+1.9%0.348%
11/17/2025NewEdge 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%
11/10/2025Algorithmic Investment Models LLC48,700$2.17M1.4%-15.5%0.390%
11/7/2025Avestar Capital LLC28,422$1.27M0.1%+42.0%0.227%
11/5/2025SBI Securities Co. Ltd.15,891$708K0.0%-3.2%0.127%
11/3/2025Belpointe Asset Management LLC4,692$209K0.0%N/A0.038%
10/29/2025SOL Capital Management CO40,912$1.82M0.2%-15.4%0.327%
9/26/2025Corient Private Wealth LLC8,509$293K0.0%N/A0.069%
8/15/2025Corient 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%
8/8/2025SBI 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%
7/29/2025Activest 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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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 Foundations Investment Advisors LLC ($46.75K).

Institutional investors have bought a total of 167,186 shares in the last 24 months. This purchase volume represents approximately $6.74M in transactions.

Of the 10 institutional investors that sold WisdomTree China ex-State-Owned Enterprises Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Royal Bank of Canada ($77.97K), Jane Street Group LLC ($53.47K), NewEdge Advisors LLC ($20.66K), Algorithmic Investment Models LLC ($8.95K), SOL Capital Management CO ($7.43K), UBS Group AG ($5.08K), and Bank of America Corp DE ($4.41K).

Institutional investors have sold a total of 184,441 shares in the last 24 months. This volume of shares sold represents approximately $7.02M in transactions.


Related Companies

This page (NASDAQ:CXSE) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel