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

Arkadios Wealth 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
2021 Q4	–	Sell	-94	Closed	-$5K	–	824
2021 Q3	$5K	Sell	94 -12	-11%	-$690	﹤0.01%	1589
2021 Q2	$7K	Hold	106	–	–	﹤0.01%	1619
2021 Q1	$6K	Buy	106 +34	+47%	+$2.43K	﹤0.01%	1313
2020 Q4	$4K	Buy	+72	New	+$4.42K	﹤0.01%	1146

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

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

Arkadios Wealth Advisors's CXSE Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q4 2021, closing a stake of 94 shares — an estimated $5K sold.

Arkadios Wealth Advisors first reported a position in CXSE in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q2 2021. 65 funds tracked by Wall St. Rank hold CXSE as of Q4 2021.

Arkadios Wealth Advisors reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 94 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q4 2021, an estimated $5K.
Arkadios Wealth Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $7K in Q2 2021.
65 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.