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American Portfolios Advisors’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$22.7K Sell
718
-1,278
-64% -$48K ﹤0.01% 2123
2022
Q2 		$85.1K Sell
1,996
-167
-8% -$6.43K ﹤0.01% 1488
2022
Q1 		$86.5K Sell
2,163
-2,238
-51% -$101K ﹤0.01% 1592
2021
Q4 		$219K Sell
4,401
-554
-11% -$29.6K 0.01% 1114
2021
Q3 		$265K Sell
4,955
-1,206
-20% -$69.4K 0.01% 995
2021
Q2 		$415K Sell
6,161
-733
-11% -$47.9K 0.02% 804
2021
Q1 		$449K Buy
6,894
+6,685
+3,199% +$477K 0.02% 697
2020
Q4 		$13.7K Buy
209
+75
+56% +$4.6K ﹤0.01% 1976
2020
Q3 		$7.53K Hold
134
– – ﹤0.01% 2108
2020
Q2 		$6.43K Hold
134
– – ﹤0.01% 2124
2020
Q1 		$5.12K Sell
134
-360
-73% -$14.9K ﹤0.01% 2082
2019
Q4 		$20.5K Sell
494
-526
-52% -$20.2K ﹤0.01% 1708
2019
Q3 		$36.3K Sell
1,020
-270
-21% -$9.82K ﹤0.01% 1416
2019
Q2 		$47.7K Sell
1,290
-13,150
-91% -$493K ﹤0.01% 1300
2019
Q1 		$563K Buy
14,440
+1,534
+12% +$54K 0.05% 339
2018
Q4 		$393K Buy
12,906
+11,402
+758% +$368K 0.05% 335
2018
Q3 		$53.9K Buy
1,504
+100
+7% +$3.77K 0.01% 1073
2018
Q2 		$57.3K Buy
1,404
+364
+35% +$15.8K 0.01% 1013
2018
Q1 		$45.9K Sell
1,040
-40
-4% -$1.82K 0.01% 1062
2017
Q4 		$46.6K Buy
+1,080
New +$45.3K 0.01% 1025

Other funds holding CXSE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

American Portfolios Advisors's CXSE Position: Q3 2022 in Review

American Portfolios Advisors reduced its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) stake by 64% in Q3 2022, selling an estimated $48K and leaving 718 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

American Portfolios Advisors first reported a position in CXSE in Q4 2017 and has held it in 20 quarters since. The position peaked at $563K in Q1 2019. 54 funds tracked by Wall St. Rank hold CXSE as of Q3 2022.

  • American Portfolios Advisors held 718 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $22.7K as of Q3 2022.
  • American Portfolios Advisors sold 1,278 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q3 2022, an estimated $48K.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2123 holding.
  • American Portfolios Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $563K in Q1 2019.
  • 54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.