AWM
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Ameliora 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
2023
Q3
Sell
-3,250
Closed -$99.6K 215
2023
Q2
$99.6K Sell
3,250
-3,250
-50% -$99.6K 0.06% 101
2023
Q1
$226K Buy
+6,500
New +$226K 0.13% 85