— Know what they know.
Not Investment Advice

CXSE Institutional Ownership

WisdomTree China ex-State-Owned Enterprises Fund
1W: -3.5% 1M: -7.1% 3M: -9.7% YTD: -16.8% 1Y: -22.9% 3Y: +21.5% 5Y: -30.1%
$34.52
-0.42 (-1.19%)
 
Weekly Expected Move ±2.4%
$33 $34 $35 $35 $36
ETF NASDAQ · AUM $453.3M

Institutional Ownership — CXSE

42
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
18M
Total Invested
9
New Positions
6
Increased
16
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (47 total)

# Holder Shares Value Change Change % Holding Period Filing
1 OLD MISSION CAPITAL LLC NEW 73,854 $3M — +0.0% 1Q SEC ↗
2 MORGAN STANLEY 72,202 $2M -1,169 -1.6% 55Q SEC ↗
3 Cerity Partners LLC 41,482 $1M +225 +0.5% 2Q SEC ↗
4 Cambridge Investment Research Advisors 32,458 $1M -2,463 -7.1% 10Q SEC ↗
5 Avestar Capital, LLC 31,870 $1M +1,001 +3.2% 7Q SEC ↗
6 UBS Group AG 31,472 $1M -1,825 -5.5% 40Q SEC ↗
7 ROYAL BANK OF CANADA 31,240 $1M +26,644 +579.7% 36Q SEC ↗
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,913 $1M -52,027 -63.5% 13Q SEC ↗
9 CASTLEKEEP INVESTMENT ADVISORS LLC 24,155 $834K — +0.0% 11Q SEC ↗
10 LPL Financial LLC 17,134 $592K -984 -5.4% 31Q SEC ↗
11 SBI Securities Co., Ltd. 15,075 $520K -1,131 -7.0% 7Q SEC ↗
12 CITADEL ADVISORS LLC NEW 13,474 $465K — +0.0% 1Q SEC ↗
13 BANK OF AMERICA CORP /DE 8,915 $308K -66 -0.7% 15Q SEC ↗
14 Rockefeller Capital Management L.P. 7,819 $270K +6,000 +329.9% 4Q SEC ↗
15 HRT FINANCIAL LP NEW 6,763 $233K — +0.0% 1Q SEC ↗
16 Corient Private Wealth LP NEW 6,613 $228K — +0.0% 1Q SEC ↗
17 GRANVILLE CAPITAL, INC. 6,313 $218K +11 +0.2% 3Q SEC ↗
18 Summit Investment Advisory Services, L 5,347 $185K — +0.0% 2Q SEC ↗
19 Cassaday & Co Wealth Management LLC 3,537 $122K — +0.0% 2Q SEC ↗
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 1,176 $41K — +0.0% 3Q SEC ↗
21 Dunhill Financial, LLC 1,000 $35K +200 +25.0% 2Q SEC ↗
22 WHITTIER TRUST CO OF NEVADA INC 980 $34K — +0.0% 55Q SEC ↗
23 OSAIC HOLDINGS, INC. 700 $24K — +0.0% 26Q SEC ↗
24 NewEdge Advisors, LLC 656 $23K — +0.0% 7Q SEC ↗
25 BANK OF MONTREAL /CAN 616 $21K — +0.0% 11Q SEC ↗
26 Ankerstar Wealth, LLC 549 $19K -856 -60.9% 3Q SEC ↗
27 WELLS FARGO & COMPANY/MN 453 $16K -7,306 -94.2% 26Q SEC ↗
28 Arax Advisory Partners NEW 400 $14K — +0.0% 1Q SEC ↗
29 FMR LLC 331 $11K -300 -47.5% 11Q SEC ↗
30 Triumph Capital Management 225 $8K — +0.0% 3Q SEC ↗
31 TD Waterhouse Canada Inc. NEW 224 $8K — +0.0% 1Q SEC ↗
32 FIFTH THIRD BANCORP NEW 219 $8K — +0.0% 1Q SEC ↗
33 Founders Financial Alliance, LLC 155 $5K — +0.0% 11Q SEC ↗
34 PNC Financial Services Group, Inc. 50 $2K — +0.0% 15Q SEC ↗
35 CWM, LLC 32 $1K — +0.0% 18Q SEC ↗
36 JPMORGAN CHASE & CO NEW 9 $0K — +0.0% 1Q SEC ↗
37 Integrated Wealth Concepts LLC NEW 8 $0K — +0.0% 1Q SEC ↗
38 SOL Capital Management CO 0 $0K -41,672 -100.0% 15Q SEC ↗
39 JANE STREET GROUP, LLC 0 $0K -5,820 -100.0% 2Q SEC ↗
40 TopTier Wealth Management, LLC 0 $0K -38 -100.0% 1Q SEC ↗
41 HARBOUR INVESTMENTS, INC. 0 $0K -1,309 -100.0% 1Q SEC ↗
42 Y.D. More Investments Ltd 0 $0K -7,000 -100.0% 13Q SEC ↗
43 RAYMOND JAMES FINANCIAL INC 0 $0K -29,826 -100.0% 1Q SEC ↗
44 GOLDMAN SACHS GROUP INC 0 $0K -494,061 -100.0% 1Q SEC ↗
45 Farther Finance Advisors, LLC 0 $0K -8 -100.0% 1Q SEC ↗
46 Activest Wealth Management 0 $0K -1 -100.0% 4Q SEC ↗
47 Empowered Funds, LLC 0 $0K -536 -100.0% 1Q SEC ↗
Biggest Increases (6)
HolderAddedChange %Total Shares
ROYAL BANK OF CANADA +26,644 +579.7% 31,240
Rockefeller Capital Management L.P. +6,000 +329.9% 7,819
Avestar Capital, LLC +1,001 +3.2% 31,870
Cerity Partners LLC +225 +0.5% 41,482
Dunhill Financial, LLC +200 +25.0% 1,000
GRANVILLE CAPITAL, INC. +11 +0.2% 6,313
Biggest Decreases (10)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -52,027 -63.5% 29,913
WELLS FARGO & COMPANY/MN -7,306 -94.2% 453
Cambridge Investment Research Advis -2,463 -7.1% 32,458
UBS Group AG -1,825 -5.5% 31,472
MORGAN STANLEY -1,169 -1.6% 72,202
SBI Securities Co., Ltd. -1,131 -7.0% 15,075
LPL Financial LLC -984 -5.4% 17,134
Ankerstar Wealth, LLC -856 -60.9% 549
FMR LLC -300 -47.5% 331
BANK OF AMERICA CORP /DE -66 -0.7% 8,915

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms