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

Ameliora 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
2023 Q3	–	Sell	-3,250	Closed	-$99.6K	–	215
2023 Q2	$99.6K	Sell	3,250 -3,250	-50%	-$105K	0.06%	101
2023 Q1	$226K	Buy	+6,500	New	+$238K	0.13%	85

Other funds holding CXSE

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

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

SCM

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

FTUS

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

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

BCM

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

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

OMC

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

MIH

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

Ameliora Wealth Management's CXSE Position: Q3 2023 in Review

Ameliora Wealth Management sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q3 2023, closing a stake of 3,250 shares — an estimated $99.6K sold.

Ameliora Wealth Management first reported a position in CXSE in Q1 2023 and held it in 2 quarters. The position peaked at $226K in Q1 2023. 35 funds tracked by Wall St. Rank hold CXSE as of Q3 2023.

Ameliora Wealth Management reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q3 2023 after selling out during the quarter.
Ameliora Wealth Management sold 3,250 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q3 2023, an estimated $99.6K.
Ameliora Wealth Management first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2023 and held it in 2 quarters.
Ameliora Wealth Management's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $226K in Q1 2023.
35 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2023.

Based on Ameliora Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.