Wisdomtree China Ex-St OwCXSEETF
13F holders, Q4 2024 (December 31)38holders +7
8new positions
3sold out
1famous investor
$29.89avg. 13F price*
At the end of Q4 2024, 38 institutions reported holding Wisdomtree China Ex-St Ow (CXSE) in their 13F filings, up 7 from Q3 2024. 8 opened new positions and 3 sold out. The largest holders were Avaii Wealth Management, LLC ($4.4M), Cambridge Investment Research Advisors, Inc. ($4.0M) and Susquehanna International Group, LLP ($4.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree China Ex-St Ow
- CUSIP
- 97717X719
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $11.3M |
| Exits | 3 | $370K |
All 13F filers, Q3 2024 → Q4 2024: 459,823 shares bought and 118,486 shares sold, net +341,337 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Avaii Wealth Management, LLC | 2.17% | New | 147,394 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.3% | 135,537 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Add +18.6% | 135,064 | $4.0M |
| NewEdge Wealth, LLC | 0.05% | New | 102,829 | $3.1M |
| Jane Street Group, LLC | 0.00% | Add +50.1% | 100,911 | $3.0M |
| Citadel Advisors | 0.00% | New | 86,184 | $2.6M |
| Algorithmic Investment Models, LLC | 1.55% | Reduce -5.0% | 67,386 | $2.0M |
| SOL Capital Management CO | 0.21% | Reduce -16.1% | 62,315 | $1.9M |
| Morgan Stanley | 0.00% | Reduce -2.9% | 54,309 | $1.6M |
| Bank of Nova Scotia | 0.00% | Reduce -22.8% | 39,900 | $1.2M |
| Castlekeep Investment Advisors LLC | 0.77% | Reduce -7.8% | 36,555 | $1.1M |
| Atmos Capital Gestao DE Recursos Ltda. | 0.23% | No change | 35,930 | $1.1M |
| UBS Group AG | 0.00% | Add +7.9% | 35,512 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | Reduce -35.1% | 34,471 | $1.0M |
| Old Mission Capital LLC | 0.02% | Add +139.3% | 33,395 | $998K |
| Avestar Capital, LLC | 0.05% | New | 20,020 | $598K |
| NewEdge Advisors, LLC | 0.00% | New | 19,604 | $586K |
| Bank of America Corp. | 0.00% | Reduce -3.0% | 17,317 | $517K |
| SBI Securities Co., Ltd. | 0.01% | — | 15,952 | $477K |
| LPL Financial LLC | 0.00% | Add +8.7% | 15,659 | $468K |
| Royal Bank of Canada | 0.00% | Add +3.4% | 11,028 | $330K |
| Meitav Investment House Ltd. | 0.00% | Reduce -50.0% | 8,880 | $265K |
| Y.D. More Investments Ltd | 0.02% | No change | 7,000 | $209K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2035.3% | 2,605 | $78K |
| JPMorgan Chase & Co. | 0.00% | New | 1,645 | $49K |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.0% | 1,339 | $40K |
| Wells Fargo & Company | 0.00% | Reduce -28.6% | 1,080 | $32K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 980 | $29K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +839.1% | 817 | $24K |
| Whittier Trust Co. | 0.00% | No change | 600 | $18K |
| MAI Capital Management | 0.00% | New | 290 | $9K |
| Bank of Montreal | 0.00% | Reduce -99.5% | 200 | $6K |
| Hartford Financial Management Inc. | 0.00% | New | 75 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 55 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 50 | $1K |
| Cwm, LLC | 0.00% | No change | 31 | $1K |
| FMR LLC | 0.00% | Add +4.0% | 26 | $777 |
| Oarsman Capital, Inc. | 0.00% | Reduce -70.6% | 25 | $747 |
"% of holder's portfolio" is CXSE's weight in each manager's 13F, not the share of Wisdomtree China Ex-St Ow the manager owns.