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

Angeles 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
2022
Q4 		– Sell
-150
Closed -$5K – 214
2022
Q3 		$5K Buy
+150
New +$5.64K ﹤0.01% 209

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Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Angeles Wealth Management's CXSE Position: Q4 2022 in Review

Angeles Wealth Management sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q4 2022, closing a stake of 150 shares — an estimated $5K sold.

Angeles Wealth Management first reported a position in CXSE in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 46 funds tracked by Wall St. Rank hold CXSE as of Q4 2022.

  • Angeles Wealth Management reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q4 2022 after selling out during the quarter.
  • Angeles Wealth Management sold 150 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q4 2022, an estimated $5K.
  • Angeles Wealth Management first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q3 2022 and held it in 1 quarter.
  • Angeles Wealth Management's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $5K in Q3 2022.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q4 2022.

Based on Angeles Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.