Funds holding WISDOMTREE TRUST WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND
ISIN US97717X7012 · United States · LEI 549300C8OT2NK5UMX546
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 23.5M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Strategic Advisers International Fund Fidelity Rutland Square Trust II | 419,228 | 23.5M $ | 0.08 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Strategic Advisers International Fund Fidelity Rutland Square Trust II | 0.08 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 419,228 | 0.0 % |
| 2026Q1 | 1 | 0 | 419,228 | 0.0 % |
| 2025Q4 | 1 | -1 | 419,228 | -15.6 % |
| 2025Q3 | 2 | 0 | 496,962 | -6.7 % |
| 2025Q2 | 2 | -4 | 532,428 | +6.7 % |
| 2025Q1 | 6 | 0 | 498,932 | -0.2 % |
| 2024Q4 | 6 | -6 | 499,726 | -30.3 % |
| 2024Q3 | 12 | +6 | 716,769 | +25.9 % |
| 2024Q2 | 6 | +4 | 569,452 | +30.1 % |
| 2024Q1 | 2 | 0 | 437,760 | -0.3 % |
| 2023Q4 | 2 | 438,911 |
Institutional managers
220 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 2,568,618 | 134.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,352,811 | 70.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,244,286 | 65.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 827,237 | 43.3M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 532,071 | 27.8M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 490,134 | 25.6M $ | as of Mar 31, 2026 |
| FMR LLC | 448,102 | 23.4M $ | as of Mar 31, 2026 |
| Boothe Investment Group, Inc. | 446,382 | 23.3M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 442,287 | 23.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 430,900 | 22.5M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 405,196 | 21.2M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 341,614 | 17.9M $ | as of Mar 31, 2026 |
| PATTEN & PATTEN INC/TN | 263,192 | 13.8M $ | as of Mar 31, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 233,638 | 12.2M $ | as of Mar 31, 2026 |
| Vestmark Advisory Solutions, Inc. | 225,583 | 11.8M $ | as of Mar 31, 2026 |
| Azimuth Capital Investment Management LLC | 197,210 | 10.3M $ | as of Mar 31, 2026 |
| VALLEY WEALTH MANAGERS, INC. | 195,544 | 10.2M $ | as of Mar 31, 2026 |
| Pathstone Holdings, LLC | 153,249 | 8M $ | as of Mar 31, 2026 |
| CONNING INC. | 144,030 | 7.5M $ | as of Mar 31, 2026 |
| CONDOR CAPITAL MANAGEMENT | 113,282 | 5.9M $ | as of Mar 31, 2026 |
| Sharper & Granite LLC | 112,969 | 5.9M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 112,712 | 5.9K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 111,787 | 5.8M $ | as of Mar 31, 2026 |
| Federation des caisses Desjardins du Quebec | 107,742 | 5.6M $ | as of Mar 31, 2026 |
| CATHY PARETO & ASSOCIATES, INC | 99,565 | 5.2M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding WISDOMTREE TRUST WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND". https://titelia.com/en/stocks/wisdomtree-trust-wisdomtree-china-ex-state-owned-enterprises-US97717X7012