Advisory Services Network’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Advisory Services Network’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 Q1	–	Sell	-34	Closed	-$2K	–	1650
2020 Q4	$2K	Hold	34	–	–	﹤0.01%	2983
2020 Q3	$2K	Buy	+34	New	+$1.85K	﹤0.01%	3089
2020 Q2	–	Sell	-24	Closed	-$1K	–	1384
2020 Q1	$1K	Sell	24 -48	-67%	-$1.98K	﹤0.01%	2861
2019 Q4	$3K	Sell	72 -194	-73%	-$7.46K	﹤0.01%	2738
2019 Q3	$10K	Hold	266	–	–	﹤0.01%	2141
2019 Q2	$10K	Hold	266	–	–	﹤0.01%	2139
2019 Q1	$10K	Hold	266	–	–	﹤0.01%	1836
2018 Q4	$8K	Hold	266	–	–	﹤0.01%	1827
2018 Q3	$10K	Hold	266	–	–	﹤0.01%	1804
2018 Q2	$11K	Hold	266	–	–	﹤0.01%	1747
2018 Q1	$12K	Hold	266	–	–	﹤0.01%	1815
2017 Q4	$11K	Buy	+266	New	+$11.2K	﹤0.01%	1785

Other funds holding CXSE

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return

Advisory Services Network's CXSE Position: Q1 2021 in Review

Advisory Services Network sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2021, closing a stake of 34 shares — an estimated $2K sold.

Advisory Services Network first reported a position in CXSE in Q4 2017 and held it in 12 quarters. The position peaked at $12K in Q1 2018. 86 funds tracked by Wall St. Rank hold CXSE as of Q1 2021.

Advisory Services Network reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2021 after selling out during the quarter.
Advisory Services Network sold 34 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2021, an estimated $2K.
Advisory Services Network first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2017 and held it in 12 quarters.
Advisory Services Network's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $12K in Q1 2018.
86 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2021.

Based on Advisory Services Network's 13F filing for Q1 2021, filed 24 May 2021.