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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Granville Capital Greensboro, North Carolina $224M AUM

SIAS

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Avestar Capital's CXSE Position: Q2 2026 in Review

Avestar Capital increased its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) stake by 3.2% in Q2 2026, buying an estimated $39.8K and bringing the position to 31,870 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #203.

Avestar Capital first reported a position in CXSE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q3 2025. 25 funds tracked by Wall St. Rank hold CXSE as of Q2 2026.

Avestar Capital held 31,870 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $1.24M as of Q2 2026.
Avestar Capital bought 1,001 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $39.8K.
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up 0.07% of Avestar Capital's portfolio in Q2 2026, its #203 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 7 quarters since.
Avestar Capital's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $1.27M in Q3 2025.
25 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.