CXSE institutional holders

WisdomTree China ex-State-Owned Enterprises Fund · 37 reporting institutions · $16.7M reported value

Funds that can replace CXSE · CXSE return decomposition

Institutional holdings

Institutions reporting CXSE, largest first
InstitutionReported positionAdvisors at firmReport period
Old Mission Capital LLC$2.9M02026-06-30
Morgan Stanley$2.8M23,1852026-06-30
Cerity Partners LLC$1.6M7772026-06-30
Avestar Capital, LLC$1.2M132026-06-30
UBS Group AG$1.2M02026-06-30
Royal Bank of Canada$1.2M02026-06-30
Susquehanna International Group, LLP$1.2M02026-06-30
Castlekeep Investment Advisors LLC$939.2K32026-06-30
Lpl Financial LLC$666.2K23,4582026-06-30
Sbi Securities Co., Ltd.$586.1K02026-06-30
Citadel Advisors LLC$523.9K02026-06-30
Bank of America Corp /de$346.6K02026-06-30
Rockefeller Capital Management LP$304K3462026-06-30
Corient Private Wealth LP$257.1K6742026-06-30
Granville Capital, Inc.$245.5K52026-06-30
Summit Investment Advisory Services$207.9K82026-06-30
Cassaday & Co Wealth Management LLC$137.5K472026-06-30
Northwestern Mutual Wealth Management Co$45.7K02026-06-30
Dunhill Financial, LLC$38.9K122026-06-30
Whittier Trust Co of Nevada Inc$37.2K02026-06-30
Osaic Holdings, Inc.$27.2K02026-06-30
Newedge Advisors$25.5K6012026-06-30
Bank of Montreal /can$24K02026-06-30
Ankerstar Wealth, LLC$21.3K62026-06-30
Wells Fargo & Company/mn$17.6K02026-06-30
Arax Advisory Partners$15.6K2322026-06-30
Fmr LLC$12.9K02026-06-30
Triumph Capital Management$8.7K142026-06-30
TD Waterhouse Canada Inc.$8.7K02026-06-30
Fifth Third Bancorp$8.5K02026-06-30
Founders Financial Alliance, LLC$6K322026-06-30
PNC Financial Services Group, Inc.$1.9K02026-06-30
Cambridge Investment Research Advisors, Inc.$1.3K3,9402026-03-31
Cwm, LLC$1.2K6672026-03-31
Jpmorgan Chase & Co$34502026-06-30
Integrated Wealth Concepts LLC$3124802026-06-30
Hrt Financial LP$26202026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30