Wisdomtree China Ex-St OwCXSEETF
13F holders, Q2 2025 (June 30)30holders −1
3new positions
4sold out
$34.79avg. 13F price*
At the end of Q2 2025, 30 institutions reported holding Wisdomtree China Ex-St Ow (CXSE) in their 13F filings, down 1 from Q1 2025. 3 opened new positions and 4 sold out. The largest holders were NewEdge Wealth, LLC ($3.2M), Royal Bank of Canada ($2.8M) and UBS Group AG ($2.3M).
- Company
- Wisdomtree China Ex-St Ow
- CUSIP
- 97717X719
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $363K |
| Exits | 4 | $661K |
All 13F filers, Q1 2025 → Q2 2025: 96,475 shares bought and 293,261 shares sold, net −196,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| NewEdge Wealth, LLC | 0.05% | Reduce -4.3% | 85,927 | $3.2M |
| Royal Bank of Canada | 0.00% | Add +66.7% | 81,755 | $2.8M |
| UBS Group AG | 0.00% | Add +62.9% | 65,554 | $2.3M |
| Morgan Stanley | 0.00% | Add +11.3% | 60,452 | $2.1M |
| Algorithmic Investment Models, LLC | 1.36% | Reduce -9.3% | 57,646 | $2.0M |
| SOL Capital Management CO | 0.16% | Reduce -3.6% | 48,345 | $1.7M |
| Atmos Capital Gestao DE Recursos Ltda. | 0.19% | No change | 35,930 | $1.2M |
| Castlekeep Investment Advisors LLC | 0.60% | Reduce -3.2% | 35,387 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.4% | 30,956 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +226.3% | 25,114 | $864K |
| NewEdge Advisors, LLC | 0.00% | Add +0.5% | 21,311 | $733K |
| Avestar Capital, LLC | 0.05% | No change | 20,020 | $689K |
| LPL Financial LLC | 0.00% | Add +2.4% | 16,923 | $582K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -8.4% | 16,413 | $565K |
| Bank of America Corp. | 0.00% | Add +4.7% | 13,779 | $474K |
| Old Mission Capital LLC | 0.01% | Reduce -94.5% | 11,989 | $413K |
| Jane Street Group, LLC | 0.00% | Reduce -82.1% | 11,640 | $401K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.1% | 8,613 | $296K |
| Corient Private Wealth LP | 0.00% | New | 8,509 | $293K |
| Y.D. More Investments Ltd | 0.02% | No change | 7,000 | $241K |
| Activest Wealth Management | 0.02% | New | 1,836 | $63K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.8% | 1,084 | $37K |
| Wells Fargo & Company | 0.00% | Reduce -7.5% | 1,049 | $36K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 980 | $34K |
| Bank of Montreal | 0.00% | No change | 200 | $7K |
| Raymond James Financial Inc. | 0.00% | New | 196 | $7K |
| Founders Financial Alliance, LLC | 0.00% | No change | 55 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 50 | $2K |
| Cwm, LLC | 0.00% | No change | 31 | $1K |
| FMR LLC | 0.00% | Add +12.0% | 28 | $963 |
"% 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.