CXSE institutional holders
WISDOMTREE TR · 13F, 2026Q2
| Managers holding | 36 |
|---|
| Shares held | 499,845 |
|---|
| Reported value | $19.4m |
|---|
| Quarter flows | 9 new, 7 added, 9 trimmed, 7 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| OLD MISSION CAPITAL LLC | 73,854 | $2.9m | 0.0% |
| MORGAN STANLEY | 72,202 | $2.8m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 64,916 | $2.5m | 0.0% |
| Cerity Partners LLC | 41,482 | $1.6m | 0.0% |
| Avestar Capital, LLC | 31,870 | $1.2m | 0.1% |
| UBS Group AG | 31,472 | $1.2m | 0.0% |
| ROYAL BANK OF CANADA | 31,240 | $1.2m | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,913 | $1.2m | 0.0% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 24,155 | $939,192 | 0.5% |
| LPL Financial LLC | 17,134 | $666,210 | 0.0% |
| SBI Securities Co., Ltd. | 15,075 | $586,145 | 0.0% |
| CITADEL ADVISORS LLC | 13,474 | $523,895 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 8,915 | $346,624 | 0.0% |
| Rockefeller Capital Management L.P. | 7,819 | $304,018 | 0.0% |
| HRT FINANCIAL LP | 6,763 | $262,000 | 0.0% |
| Corient Private Wealth LP | 6,613 | $257,126 | 0.0% |
| GRANVILLE CAPITAL, INC. | 6,313 | $245,454 | 0.1% |
| Summit Investment Advisory Services, LLC | 5,347 | $207,901 | 0.1% |
| Cassaday & Co Wealth Management LLC | 3,537 | $137,526 | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,176 | $45,734 | 0.0% |
| Dunhill Financial, LLC | 1,000 | $38,881 | 0.0% |
| WHITTIER TRUST CO OF NEVADA INC | 980 | $37,159 | 0.0% |
| OSAIC HOLDINGS, INC. | 700 | $27,216 | 0.0% |
| NewEdge Advisors, LLC | 656 | $25,506 | 0.0% |
| BANK OF MONTREAL /CAN/ | 616 | $23,951 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("CXSE"). CXSE price history · All 13F data
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