Avestar Capital’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Avestar Capital’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
2026 Q3	$1.12M	Hold	31,870	–	–	0.09%	205
2026 Q2	$1.24M	Buy	31,870 +1,001	+3%	+$39.8K	0.07%	203
2026 Q1	$1.17M	Buy	30,869 +2,447	+9%	+$98.3K	0.08%	195
2025 Q4	$1.14M	Hold	28,422	–	–	0.07%	199
2025 Q3	$1.27M	Buy	28,422 +8,402	+42%	+$328K	0.08%	181
2025 Q2	$689K	Hold	20,020	–	–	0.05%	276
2025 Q1	$681K	Hold	20,020	–	–	0.06%	252
2024 Q4	$598K	Buy	+20,020	New	+$641K	0.05%	253

Other funds holding CXSE

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Granville Capital Greensboro, North Carolina $254M AUM 16.36% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Avestar Capital's CXSE Position: Q3 2026 in Review

Avestar Capital held its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) position steady in Q3 2026 at 31,870 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #205.

Avestar Capital first reported a position in CXSE in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.27M in Q3 2025. 14 funds tracked by Wall St. Rank hold CXSE as of Q3 2026.

Avestar Capital held 31,870 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $1.12M as of Q3 2026.
Avestar Capital left its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund share count unchanged in Q3 2026.
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up 0.09% of Avestar Capital's portfolio in Q3 2026, its #205 holding.
Avestar Capital first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2024 and has held it in 8 quarters since.
Avestar Capital's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $1.27M in Q3 2025.
14 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.