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Disclosery

CXSE WISDOMTREE TR

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CHINADIV EX FI (fund)

39 managers (39 13F filers) reported a position in CXSE shares at 2024-12-31, 1,232,970 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
39
13F filers
39
New
8
Added
9
Reduced
13
Sold out
3
Shares held by filers
1,232,970

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AVAII WEALTH MANAGEMENT, LLC147,394$4.4M2.17%new13F-HRTimeline
Cambridge Investment Research Advisors,…135,537$4.05M0.01%-4,57013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…135,064$4.04M0.01%+21,23113F-HRTimelineGroup
NewEdge Wealth, LLC102,829$3.07M0.05%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC100,911$3.02M<0.01%+33,66813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC86,184$2.58M<0.01%new13F-HRTimelineGroup
Algorithmic Investment Models, LLC67,386$2.01M1.55%-3,53613F-HRTimeline
SOL Capital Management CO62,315$1.86M0.21%-11,97513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY54,309$1.62M<0.01%-1,63913F-HR/ATimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA39,900$1.2M<0.01%-11,79013F-HR/ATimelineGroup
CASTLEKEEP INVESTMENT ADVISORS LLC36,555$1.09M0.76%-3,07913F-HR/ATimeline
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.35,930$1.08M0.23%013F-HRTimeline
UBS Group AGin group UBS Group AG35,512$1.06M<0.01%+2,61013F-HRTimelineGroup
FLOW TRADERS U.S. LLC34,471$1.03M0.04%-18,66213F-HRTimeline
OLD MISSION CAPITAL LLC33,395$998K0.02%+19,44113F-HRTimeline
Avestar Capital, LLC20,020$598K0.05%new13F-HRTimeline
NewEdge Advisors, LLC19,604$586K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,317$517K<0.01%-54113F-HRTimelineGroup
SBI Securities Co., Ltd.15,952$477K0.01%13F-HRTimeline
LPL Financial LLC15,659$468K<0.01%+1,25713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,028$330K<0.01%+36113F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD8,880$265K<0.01%-8,89513F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd7,000$209K0.02%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,605$77.8K<0.01%+2,48313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,645$49.2K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,339$40K<0.01%-66013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,080$32.3K<0.01%-43313F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC980$29.3K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…817$24.4K<0.01%+73013F-HRTimelineGroup
WHITTIER TRUST CO600$17.9K<0.01%013F-HRTimeline
MAI Capital Management290$8.67K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$5.98K<0.01%-41,48913F-HRTimelineGroup
Hartford Financial Management Inc.75$2.24K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC55$1.64K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…50$1.49K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC31$1K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC26$777<0.01%+113F-HRTimelineGroup
OARSMAN CAPITAL, INC.25$747<0.01%-6013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.