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

Accel Wealth Management’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
2021 Q3	–	Sell	-4,525	Closed	-$305K	–	833
2021 Q2	$305K	Hold	4,525	–	–	0.2%	99
2021 Q1	$295K	Buy	4,525 +475	+12%	+$33.9K	0.24%	84
2020 Q4	$266K	Buy	+4,050	New	+$248K	0.25%	85

Other funds holding CXSE

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Accel Wealth Management's CXSE Position: Q3 2021 in Review

Accel Wealth Management sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q3 2021, closing a stake of 4,525 shares — an estimated $305K sold.

Accel Wealth Management first reported a position in CXSE in Q4 2020 and held it in 3 quarters. The position peaked at $305K in Q2 2021. 72 funds tracked by Wall St. Rank hold CXSE as of Q3 2021.

Accel Wealth Management reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q3 2021 after selling out during the quarter.
Accel Wealth Management sold 4,525 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q3 2021, an estimated $305K.
Accel Wealth Management first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2020 and held it in 3 quarters.
Accel Wealth Management's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $305K in Q2 2021.
72 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2021.

Based on Accel Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.