Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (CXSE)

33 + Investors. Track Smart Money conviction in CXSE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
42%

Smart Money Signals — CXSE

Based on 33 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CXSE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
33 funds currently hold this stock — 87% of the 3.0-year high of 38 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 42% buying

14 buying19 selling
Last quarter: 19 funds reduced or exited vs 14 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 3 → 8 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 12% medium ■ 30% new
19 out of 33 hedge funds have held CXSE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~9 new funds/quarter

3 → 3 → 3 → 8 → 9 new funds/Q
New funds entering each quarter: 3 → 3 → 8 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 27% newcomers

■ 64% veterans ■ 9% 1-2yr ■ 27% new
Entry-cohort mix of 33 holders: 21 (64%) are 2+ year veterans, 3 entered 1–2 years ago, and 9 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 84% AUM from top-100 funds

84% from top-100 AUM funds
13 of 33 holders are among the 100 largest funds by AUM, controlling 84% of total institutional value in CXSE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CXSE

In 2026 Q1, 14 hedge funds were net buyers of CXSE (9 opened a new position, 5 added to an existing one), while 19 reduced or exited (11 trimmed, 8 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 84% of total institutional value in CXSE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 33.

Hedge Fund Ownership: CXSE

How many hedge funds hold CXSE — quarterly history vs. share price
Quarterly hedge fund ownership of CXSE vs. share price

Market Analysis: CXSE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CXSE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Wisdomtree Tr (CXSE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CXSE has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
CXSE
+4.5%
SPY
+15.1%

CXSE outperformed SPY by -10.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
CXSE
-3.8%
SPY
+1.3%

Since the filing became public, CXSE outperformed SPY by -5.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: CXSE
33 + Investors

Track Smart Money conviction in CXSE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 33 32 3.12%
13F Shares 900K 691K 30.26%
Total Value $33M $28M 18.06%
New Positions 9 8 +1
Increased Positions 5 10 -5
Closed Positions 8 4 +4
Reduced Positions 11 7 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CXSE

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Institutional Holders (2026 Q1)

33 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CXSE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CXSE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Castlekeep Investment Advisors LLC 0.50% 24,155 $914K
2 Granville Capital, INC. 0.12% 6,302 $238K
3 Summit Investment Advisory Services, LLC 0.08% 5,347 $202K
4 Avestar Capital, LLC 0.07% 30,869 $1.2M
5 Ankerstar Wealth, LLC 0.06% 1,405 $53K
6 SBI Securities Co., Ltd. 0.02% 16,206 $613K
7 Dunhill Financial, LLC 0.01% 800 $30K
8 Cassaday & Co Wealth Management LLC 0.00% 3,537 $134K
9 Cerity Partners LLC 0.00% 41,257 $1.6M
10 Goldman Sachs Group Inc 0.00% 494,061 $18.7M
11 Triumph Capital Management 0.00% 225 $9K
12 Founders Financial Alliance, LLC 0.00% 155 $6K
13 TopTier Wealth Management, LLC 0.00% 38 $1K
14 Harbour Investments, INC. 0.00% 1,309 $50K
15 Whittier Trust Co of Nevada Inc 0.00% 980 $37K
16 Susquehanna International Group, LLP 0.00% 81,940 $3.1M
17 UBS Group AG 0.00% 33,297 $1.3M
18 LPL Financial LLC 0.00% 18,118 $685K
19 Morgan Stanley 0.00% 73,371 $2.8M
20 Rockefeller Capital Management L.P. 0.00% 1,819 $69K
21 Wells Fargo & Company/Mn 0.00% 7,759 $293K
22 Osaic Holdings, INC. 0.00% 700 $26K
23 Royal Bank of Canada 0.00% 4,596 $174K
24 Jane Street Group, LLC 0.00% 5,820 $220K
25 Northwestern Mutual Wealth Management Co 0.00% 1,176 $44K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Wisdomtree Tr (CXSE)

What does the Smart Money Trend signal show for CXSE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CXSE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CXSE?

More sellers than buyers — 42% buying: Last quarter: 19 funds reduced or exited vs 14 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CXSE holders?

Elite ownership — 84% AUM from top-100 funds: 13 of 33 holders are among the 100 largest funds by AUM, controlling 84% of total institutional value in CXSE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CXSE?

58% of holders stayed for 2+ years: 19 out of 33 hedge funds have held CXSE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Wisdomtree Tr (CXSE) following the 2026 Q1 hedge fund 13F filings?

As of today, CXSE has moved -3.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -5.1%. Since the quarter end (March 31, 2026), CXSE has gained +4.5% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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