Institutional Ownership Wisdomtree Tr China Ex State O (CXSE)
This table provides information about the institutional ownership of Wisdomtree Tr China Ex State O (CXSE). We have compiled data on the 44 institutions that hold shares in the stock, with a total of 2.42 Million shares, which have been reported (via 13F filing form) to have a value of $83.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
1,092,263
shares
|
$38.4 Million
0.78% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
147,394
shares
|
$5.18 Million
2.42% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
135,537
shares
|
$4.76 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
135,064
shares
|
$4.75 Million
0.0% of portfolio
|
Q4 2024
Added 18.65%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
105,120
shares
|
$3.69 Million
0.37% of portfolio
|
Q2 2023
Added 4.06%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
102,829
shares
|
$3.61 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
100,911
shares
|
$3.55 Million
0.0% of portfolio
|
Q4 2024
Added 50.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
86,184
shares
|
$3.03 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
67,386
shares
|
$2.37 Million
1.55% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
62,315
shares
|
$2.19 Million
0.21% of portfolio
|
Q4 2024
Reduced 16.12%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
54,309
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
39,900
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.81%
|
|
|
Atmos Capital Gestao De Recursos Ltda.
Leblon Rio De Janeiro, D5 |
Feb 14, 2025 Q4 2024 |
35,930
shares
|
$1.26 Million
0.23% of portfolio
|
Q3 2021
Added 56.22%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
35,512
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
34,471
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Reduced 35.12%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
33,395
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Added 139.32%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
27,395
shares
|
$962,934
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
20,020
shares
|
$703,703
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
19,604
shares
|
$689,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
17,317
shares
|
$608,692
0.0% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
15,952
shares
|
$560,712
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
15,659
shares
|
$550,413
0.0% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
11,028
shares
|
$387,634
0.0% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
8,880
shares
|
$312,132
0.0% of portfolio
|
Q4 2024
Reduced 50.04%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
7,000
shares
|
$246,050
0.02% of portfolio
|
Q3 2023
Reduced 6.67%
|