WISDOMTREE TR CXSE
CHINADIV EX FI · ETP · CUSIP 97717X719
41
institutional holders
-7 vs Q1 2023
2.1m
shares reported held*
$64.9mreported value*
5 new
12 added
14 reduced
12 sold out
net sold ≈ $15.8m (-514.5k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $30.65.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 54 |
| Q4 2022 | 45 |
| Q1 2023 | 48 |
| Q2 2023 | 41 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 20 | 25 |
| Q1 2023 | 17 | 20 |
| Q2 2023 | 17 | 26 |
Biggest buyers
| JANE STREET GROUP, LLC | Added | +234.9k |
| CreativeOne Wealth, LLC | Added | +80.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +71.2k |
| MEITAV INVESTMENT HOUSE LTD | Added | +52.8k |
| CITADEL ADVISORS LLC | New | +19.5k |
| Algorithmic Investment Models, LLC | Added | +12.2k |
| LPL Financial LLC | Added | +9.1k |
| TWO SIGMA SECURITIES, LLC | New | +7.5k |
| SOL Capital Management CO | Added | +4.1k |
| LEO BROKERAGE, LLC | Added | +4.1k |
Biggest sellers
| OLD MISSION CAPITAL LLC | Reduced | -321.8k |
| ARVEST TRUST CO N A | Sold out | -205.2k |
| MORGAN STANLEY | Reduced | -142.1k |
| BANK OF AMERICA CORP /DE/ | Reduced | -116.1k |
| HSBC HOLDINGS PLC | Reduced | -112.2k |
| ROYAL BANK OF CANADA | Reduced | -36.3k |
| J.P. Morgan Private Wealth Advisors LLC | Sold out | -19.6k |
| Cetera Advisor Networks LLC | Sold out | -11.5k |
| LAKE STREET ADVISORS GROUP, LLC | Sold out | -11.4k |
| FLOW TRADERS U.S. LLC | Reduced | -8.8k |
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 439.5k $13.5m | Reduced -142.1k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 360.6k $11.1m | Added +234.9k |
| LPL Financial LLC 0.00% of their portfolio | 135.3k $4.1m | Added +9.1k |
| OLD MISSION CAPITAL LLC 0.14% of their portfolio | 126.9k $3.9m | Reduced -321.8k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 126.3k $3.9m | Reduced -112.2k |
| SOL Capital Management CO 0.52% of their portfolio | 111.3k $3.4m | Added +4.1k |
| LEO BROKERAGE, LLC 0.37% of their portfolio | 105.1k $3.2m | Added +4.1k |
| CreativeOne Wealth, LLC 0.07% of their portfolio | 89.4k $2.7m | Added +80.5k |
| MEITAV INVESTMENT HOUSE LTD 0.02% of their portfolio | 77.5k $2.4m | Added +52.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 71.2k $2.2m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 70.8k $2.2m | Reduced -116.1k |
| UBS Group AG 0.00% of their portfolio | 62.4k $1.9m | Reduced -1.5k |
| Algorithmic Investment Models, LLC 1.29% of their portfolio | 60.7k $1.9m | Added +12.2k |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 0.18% of their portfolio | 35.9k $1.1m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 33.4k $1.0m | Reduced -36.3k |
| Corient Private Wealth LP 0.00% of their portfolio | 30.4k $933.1k | Added +3.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 27.9k $855.5k | Unchanged |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 26.6k $816.6k | Reduced -255 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 19.5k $596.9k | New |
| Nicholas Hoffman & Company, LLC. 0.02% of their portfolio | 17.2k $526.5k | Added +304 |
| FLOW TRADERS U.S. LLC 0.02% of their portfolio | 15.4k $473.0k | Reduced -8.8k |
| Vontobel Holding Ltd. 0.00% of their portfolio | 12.0k $367.0k | Added +2.1k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 10.6k $324.5k | Reduced -2.0k |
| IHT Wealth Management, LLC 0.02% of their portfolio | 9.8k $299.5k | Reduced -461 |
| Stratos Wealth Partners, LTD. 0.01% of their portfolio | 8.2k $250.2k | Reduced -91 |
| Procyon Advisors, LLC 0.03% of their portfolio | 8.2k $249.9k | Added +676 |
| TWO SIGMA SECURITIES, LLC 0.02% of their portfolio | 7.5k $230.1k | New |
| Y.D. More Investments Ltd 0.05% of their portfolio | 7.5k $229.9k | Added +800 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 4.4k $135.9k | Reduced -4.3k |
| Ameliora Wealth Management Ltd. 0.06% of their portfolio | 3.2k $99.6k | Reduced -3.2k |
| WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio | 980 $30.0k | Unchanged |
| WHITTIER TRUST CO 0.00% of their portfolio | 910 $27.9k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 498 $15.3k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 175 $5.4k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 142 $4.4k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 59 $1.8k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 52 $1.6k | New |
| CWM, LLC 0.00% of their portfolio | 30 $1.0k | Reduced -200 |
| JANICZEK WEALTH MANAGEMENT, LLC 0.00% of their portfolio | 28 $859 | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 20 $613 | Unchanged |
| FMR LLC 0.00% of their portfolio | 1 $31 | New |