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 37 institutions that hold shares in the stock, with a total of 1.1 Million shares, which have been reported (via 13F filing form) to have a value of $32.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
147,394
shares
|
$4.46 Million
2.42% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
140,107
shares
|
$4.24 Million
0.02% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
113,833
shares
|
$3.45 Million
0.0% of portfolio
|
Q3 2024
Added 114.49%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
105,120
shares
|
$3.18 Million
0.37% of portfolio
|
Q2 2023
Added 4.06%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
70,922
shares
|
$2.15 Million
1.73% of portfolio
|
Q2 2024
Added 19.19%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
67,243
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 68.91%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
62,315
shares
|
$1.89 Million
0.21% of portfolio
|
Q4 2024
Reduced 16.12%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
55,948
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.33%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
53,133
shares
|
$1.61 Million
0.09% of portfolio
|
Q3 2024
Added 41.5%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
51,690
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
41,689
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Added 10507.89%
|
|
|
Atmos Capital Gestao De Recursos Ltda.
Leblon Rio De Janeiro, D5 |
Nov 14, 2024 Q3 2024 |
35,930
shares
|
$1.09 Million
0.17% of portfolio
|
Q3 2021
Added 56.22%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
32,902
shares
|
$996,272
0.0% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
27,395
shares
|
$829,520
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
17,858
shares
|
$540,740
0.0% of portfolio
|
Q3 2024
Reduced 38.77%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
17,775
shares
|
$538,227
0.01% of portfolio
|
Q4 2023
Reduced 54.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
14,402
shares
|
$436,092
0.0% of portfolio
|
Q3 2024
Reduced 41.33%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
13,954
shares
|
$422,527
0.01% of portfolio
|
Q3 2024
Reduced 75.9%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
11,136
shares
|
$337,198
0.0% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
10,667
shares
|
$322,996
0.0% of portfolio
|
Q3 2024
Added 21.59%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
7,000
shares
|
$211,960
0.02% of portfolio
|
Q3 2023
Reduced 6.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,999
shares
|
$60,529
0.0% of portfolio
|
Q3 2024
Reduced 24.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,513
shares
|
$45,813
0.0% of portfolio
|
Q3 2024
Reduced 10.37%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
980
shares
|
$29,674
0.0% of portfolio
|
Q2 2021
Reduced 2.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
718
shares
|
$21,741
0.0% of portfolio
|
Q1 2020
Reduced 90.67%
|