180 Wealth Advisors’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

180 Wealth Advisors’s Portfolio CXSE Stock Details CXSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,781	Closed	-$340K	–	374
2022 Q3	$340K	Buy	+10,781	New	+$405K	0.09%	217
2021 Q4	–	Sell	-6,882	Closed	-$381K	–	393
2021 Q3	$381K	Buy	6,882 +72	+1%	+$4.14K	0.08%	233
2021 Q2	$398K	Buy	+6,810	New	+$445K	0.09%	213

Other funds holding CXSE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

180 Wealth Advisors's CXSE Position: Q4 2022 in Review

180 Wealth Advisors sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q4 2022, closing a stake of 10,781 shares — an estimated $340K sold.

180 Wealth Advisors first reported a position in CXSE in Q2 2021 and held it in 3 quarters. The position peaked at $398K in Q2 2021. 46 funds tracked by Wall St. Rank hold CXSE as of Q4 2022.

180 Wealth Advisors reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q4 2022 after selling out during the quarter.
180 Wealth Advisors sold 10,781 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q4 2022, an estimated $340K.
180 Wealth Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q2 2021 and held it in 3 quarters.
180 Wealth Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $398K in Q2 2021.
46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q4 2022.

Based on 180 Wealth Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.