Purchases and Sales Made in Q1 2023 in Wisdomtree Tr China Ex State O (CXSE)
This table provides information about the institutional ownership of Wisdomtree Tr China Ex State O (CXSE) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR CHINA EX-STATE-O.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
80K+ 15.94% |
$2.62M - $3.3M
|
582K
$17.8M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.1K+ 36.65% |
$1.64M - $2.07M
|
187K
$5.73M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.3K+ 45.18% |
$1.29M - $1.62M
|
126K
$3.87M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19.6KNew |
$641K - $809K
|
19.6K
$600K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
10.4K+ 11.44% |
$340K - $429K
|
101K
$3.1M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.9KNew |
$324K - $409K
|
9.9K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.98KNew |
$294K - $371K
|
8.98K
$275K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
7.47KNew |
$245K - $309K
|
7.47K
$229K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.86KNew |
$225K - $283K
|
6.86K
$210K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
6.5KNew |
$213K - $269K
|
6.5K
$199K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
6.15K+ 10.65% |
$201K - $254K
|
63.9K
$1.96M
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
5.89KNew |
$193K - $243K
|
5.89K
$181K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.55K+ 2.38% |
$182K - $229K
|
238K
$7.31M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
3.53K+ 111.36% |
$116K - $146K
|
6.7K
$205K
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
2.28K+ 1.12% |
$74.6K - $94.2K
|
205K
$6.29M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.1K+ 4.25% |
$35.9K - $45.3K
|
26.9K
$824K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
730+ 0.69% |
$23.9K - $30.2K
|
107K
$3.28M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
75New |
$2.46K - $3.1K
|
75
$2.3K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-20- 1.05% |
$655 - $826
|
1.88K
$57.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-273- 3.2% |
$8.94K - $11.3K
|
8.25K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-382- 4.21% |
$12.5K - $15.8K
|
8.7K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-433- 1.59% |
$14.2K - $17.9K
|
26.8K
$821K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-864- 6.42% |
$28.3K - $35.7K
|
12.6K
$386K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.79K- 23.66% |
$58.5K - $73.9K
|
5.77K
$177K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.99K- 16.71% |
$65K - $82K
|
9.9K
$303K
|
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-11.2K- 18.8% |
$368K - $464K
|
48.5K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-14K- 36.11% |
$458K - $578K
|
24.8K
$759K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-28.7K- 71.4% |
$939K - $1.19M
|
11.5K
$352K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-51.8K- 10.35% |
$1.7M - $2.14M
|
449K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-56.8K- 70.08% |
$1.86M - $2.35M
|
24.3K
$744K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-95.3K- 43.11% |
$3.12M - $3.94M
|
126K
$3.85M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-136K- 66.04% |
$4.44M - $5.6M
|
69.7K
$2.14M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-168K- 99.99% |
$5.51M - $6.96M
|
20
$613
|