WISDOMTREE TR (CXSE) is held by 22 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q2 2026.

Are institutions buying or selling CXSE?

In Q2 2026, 10 institutions opened or increased positions in WISDOMTREE TR while 10 reduced or exited — a balanced quarter.

What is the Smart Money Verdict on CXSE?

HoldingsIntel scores WISDOMTREE TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for CXSE. In Q2 2026, the institutional leg showed balanced flow: 10 buying versus 10 selling.

How many hedge funds hold CXSE?

22 institutional investors report holding WISDOMTREE TR (CXSE) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into CXSE?

As of Q2 2026, tracked institutions in WISDOMTREE TR show 10 buyers versus 10 sellers — balanced flow.

WISDOMTREE TR

CXSE·97717X719·US·ETF·Unknown - Unknown

Holders

(2 Elite)

$10.3M

Total Value

50% (20)

Consensus

10 buying - 10 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 22 funds

2 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CXSE.

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	72,202(-1.6%)	$2.8M	0.0%	+24.75%	0
Cerity Partners LLC	Increased	41,482(+0.6%)	$1.6M	0.0%	+0.66%	26
UBS Group AG	Decreased	31,472(-5.5%)	$1.2M	0.0%	+0.23%	0
ROYAL BANK OF CANADA	Increased	31,240(+579.7%)	$1.2M	0.0%	-0.73%	41
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	29,913(-63.5%)	$1.2M	0.0%	+0.16%	0
LPL Financial LLC	Decreased	17,134(-5.4%)	$666,210	0.0%	+12.18%	0
CITADEL ADVISORS LLC	New	13,474	$523,895	0.0%	-2.20%	33
BANK OF AMERICA CORP /DE/	Decreased	8,915(-0.7%)	$346,624	0.0%	+28.15%	0
Rockefeller Capital Management L.P.	Increased	7,819(+329.9%)	$304,018	0.0%	-5.06%	38
Corient Private Wealth LP	New	6,613	$257,126	0.0%	-2.20%	32
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Unchanged	1,176	$45,734	0.0%	-4.42%	0
OSAIC HOLDINGS, INC.	Unchanged	700	$27,216	0.0%	-24.78%	0
NewEdge Advisors, LLC	Unchanged	656	$25,506	0.0%	+27.60%	0
BANK OF MONTREAL /CAN/	Unchanged	616	$23,951	0.0%	-11.17%	0
WELLS FARGO & COMPANY/MN	Decreased	453(-94.2%)	$17,613	0.0%	+2.34%	0
FMR LLC	Decreased	331(-47.5%)	$12,865	0.0%	-12.13%	0
TD Waterhouse Canada Inc.	New	224	$8,673	0.0%	-2.20%	26
FIFTH THIRD BANCORP	New	219	$8,515	0.0%	-2.20%	25
PNC FINANCIAL SERVICES GROUP, INC.	Unchanged	50	$1,944	0.0%	+8.42%	0
JPMORGAN CHASE & CO	New	9	$345	0.0%	-2.20%	17

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

WISDOMTREE TR

Smart Money Verdict

Who's Trading

Top Holders

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