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 32 institutions that hold shares in the stock, with a total of 734,647 shares, which have been reported (via 13F filing form) to have a value of $30.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
105,120
shares
|
$4.35 Million
0.37% of portfolio
|
Q2 2023
Added 4.06%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
66,856
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2025
Added 10.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
64,946
shares
|
$2.69 Million
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
60,476
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
56,515
shares
|
$2.34 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
48,700
shares
|
$2.02 Million
1.44% of portfolio
|
Q3 2025
Reduced 15.52%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
48,228
shares
|
$2 Million
0.0% of portfolio
|
Q3 2025
Added 92.04%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
40,912
shares
|
$1.69 Million
0.16% of portfolio
|
Q3 2025
Reduced 15.37%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Nov 05, 2025 Q3 2025 |
35,387
shares
|
$1.47 Million
0.74% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
32,353
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Added 275.63%
|
|
|
Atmos Capital Gestao De Recursos Ltda.
Leblon Rio De Janeiro, D5 |
Nov 14, 2025 Q3 2025 |
29,779
shares
|
$1.23 Million
0.18% of portfolio
|
Q3 2025
Reduced 17.12%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
28,422
shares
|
$1.18 Million
0.09% of portfolio
|
Q3 2025
Added 41.97%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
27,395
shares
|
$1.13 Million
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
17,597
shares
|
$728,691
0.0% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
16,181
shares
|
$670,055
0.0% of portfolio
|
Q3 2025
Reduced 24.07%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
15,891
shares
|
$658,046
0.02% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
13,023
shares
|
$539,282
0.0% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
7,000
shares
|
$289,870
0.02% of portfolio
|
Q3 2023
Reduced 6.67%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
6,993
shares
|
$289,580
0.0% of portfolio
|
Q3 2025
Reduced 17.82%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
4,692
shares
|
$194,295
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
2,594
shares
|
$107,417
0.0% of portfolio
|
Q3 2025
Added 1197.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,819
shares
|
$75,324
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,071
shares
|
$44,350
0.0% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
980
shares
|
$40,581
0.0% of portfolio
|
Q2 2021
Reduced 2.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
834
shares
|
$34,535
0.0% of portfolio
|
Q3 2025
Reduced 23.06%
|
|