AWM
Activest Wealth Management’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $63.2K | Buy |
+1,836
| New | +$63.2K | 0.02% | 183 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 368 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 371 |
|
2023
Q2 | – | Sell |
-1
| Closed | -$23 | – | 312 |
|
2023
Q1 | $23 | Hold |
1
| – | – | ﹤0.01% | 316 |
|
2022
Q4 | $23 | Sell |
1
-3,187
| -100% | -$73.3K | ﹤0.01% | 451 |
|
2022
Q3 | $101K | Buy |
3,188
+8
| +0.3% | +$253 | 0.03% | 129 |
|
2022
Q2 | $136K | Buy |
3,180
+12
| +0.4% | +$513 | 0.1% | 54 |
|
2022
Q1 | $127K | Buy |
+3,168
| New | +$127K | 0.08% | 59 |
|