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

Avaii 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
2025
Q1 		– Sell
-147,394
Closed -$4.4M – 128
2024
Q4 		$4.4M Buy
+147,394
New +$4.72M 2.17% 16

Other funds holding CXSE

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CastleKeep Investment Advisors
CastleKeep Investment Advisors Westport, Connecticut $184M AUM 12.93% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

Avaii Wealth Management's CXSE Position: Q1 2025 in Review

Avaii Wealth Management sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2025, closing a stake of 147,394 shares — an estimated $4.4M sold.

Avaii Wealth Management first reported a position in CXSE in Q4 2024 and held it in 1 quarter. The position peaked at $4.4M in Q4 2024. 31 funds tracked by Wall St. Rank hold CXSE as of Q1 2025.

  • Avaii Wealth Management reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2025 after selling out during the quarter.
  • Avaii Wealth Management sold 147,394 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2025, an estimated $4.4M.
  • Avaii Wealth Management first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2024 and held it in 1 quarter.
  • Avaii Wealth Management's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $4.4M in Q4 2024.
  • 31 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2025.

Based on Avaii Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.