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 34 institutions that hold shares in the stock, with a total of 802,005 shares, which have been reported (via 13F filing form) to have a value of $34.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
105,120
shares
|
$4.47 Million
0.37% of portfolio
|
Q2 2023
Added 4.06%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
85,927
shares
|
$3.66 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
81,755
shares
|
$3.48 Million
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
65,554
shares
|
$2.79 Million
0.0% of portfolio
|
Q2 2025
Added 62.9%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
60,452
shares
|
$2.57 Million
0.0% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
57,646
shares
|
$2.45 Million
1.36% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
48,345
shares
|
$2.06 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Atmos Capital Gestao De Recursos Ltda.
Leblon Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
35,930
shares
|
$1.53 Million
0.19% of portfolio
|
Q3 2021
Added 56.22%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Aug 05, 2025 Q2 2025 |
35,387
shares
|
$1.51 Million
0.6% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
30,956
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
27,395
shares
|
$1.17 Million
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
25,114
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 226.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
21,311
shares
|
$906,783
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
20,020
shares
|
$851,851
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
16,923
shares
|
$720,073
0.0% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
16,413
shares
|
$698,373
0.02% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
13,779
shares
|
$586,296
0.0% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
11,989
shares
|
$510,131
0.0% of portfolio
|
Q2 2025
Reduced 94.5%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,640
shares
|
$495,281
0.0% of portfolio
|
Q2 2025
Reduced 82.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
8,613
shares
|
$366,483
0.0% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
8,509
shares
|
$362,057
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
7,000
shares
|
$297,850
0.02% of portfolio
|
Q3 2023
Reduced 6.67%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
1,836
shares
|
$78,121
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,084
shares
|
$46,124
0.0% of portfolio
|
Q2 2025
Reduced 19.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,049
shares
|
$44,634
0.0% of portfolio
|
Q2 2025
Reduced 7.5%
|