Wisdomtree China Ex-St OwCXSEETF
13F holders, Q3 2025 (September 30)28holders −2
3new positions
5sold out
$44.57avg. 13F price*
At the end of Q3 2025, 28 institutions reported holding Wisdomtree China Ex-St Ow (CXSE) in their 13F filings, down 2 from Q2 2025. 3 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($3.0M), Royal Bank of Canada ($2.9M) and UBS Group AG ($2.7M).
- Company
- Wisdomtree China Ex-St Ow
- CUSIP
- 97717X719
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.8M |
| Exits | 5 | $5.1M |
All 13F filers, Q2 2025 → Q3 2025: 128,377 shares bought and 195,134 shares sold, net −66,757 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Morgan Stanley | 0.00% | Add +10.6% | 66,856 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -20.6% | 64,946 | $2.9M |
| UBS Group AG | 0.00% | Reduce -7.8% | 60,476 | $2.7M |
| Weiss Asset Management LP | 0.04% | New | 56,515 | $2.5M |
| Algorithmic Investment Models, LLC | 1.44% | Reduce -15.5% | 48,700 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +92.0% | 48,228 | $2.2M |
| SOL Capital Management CO | 0.16% | Reduce -15.4% | 40,912 | $1.8M |
| Castlekeep Investment Advisors LLC | 0.74% | No change | 35,387 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +275.6% | 32,353 | $1.4M |
| Atmos Capital Gestao DE Recursos Ltda. | 0.19% | Reduce -17.1% | 29,779 | $1.3M |
| Avestar Capital, LLC | 0.09% | Add +42.0% | 28,422 | $1.3M |
| LPL Financial LLC | 0.00% | Add +4.0% | 17,597 | $784K |
| NewEdge Advisors, LLC | 0.00% | Reduce -24.1% | 16,181 | $721K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -3.2% | 15,891 | $708K |
| Bank of America Corp. | 0.00% | Reduce -5.5% | 13,023 | $581K |
| Y.D. More Investments Ltd | 0.02% | No change | 7,000 | $312K |
| Corient Private Wealth LP | 0.00% | Reduce -17.8% | 6,993 | $312K |
| Belpointe Asset Management LLC | 0.01% | New | 4,692 | $209K |
| Bank of Montreal | 0.00% | Add +1197.0% | 2,594 | $116K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,819 | $81K |
| Wells Fargo & Company | 0.00% | Add +2.1% | 1,071 | $48K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 980 | $44K |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.1% | 834 | $34K |
| FMR LLC | 0.00% | Add +2146.4% | 629 | $28K |
| 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 |
| Activest Wealth Management | 0.00% | Reduce -100.0% | 1 | $32 |
"% 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.