B, B, H, & B Inc’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

B, B, H, & B Inc’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 Q2	–	Sell	-19,641	Closed	-$1.28M	–	32
2021 Q1	$1.28M	Buy	19,641 +1,171	+6%	+$83.6K	1.33%	17
2020 Q4	$1.21M	Buy	+18,470	New	+$1.13M	1.05%	20

Other funds holding CXSE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return

DCM

DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

B, B, H, & B Inc's CXSE Position: Q2 2021 in Review

B, B, H, & B Inc sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2021, closing a stake of 19,641 shares — an estimated $1.28M sold.

B, B, H, & B Inc first reported a position in CXSE in Q4 2020 and held it in 2 quarters. The position peaked at $1.28M in Q1 2021. 89 funds tracked by Wall St. Rank hold CXSE as of Q2 2021.

B, B, H, & B Inc reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q2 2021 after selling out during the quarter.
B, B, H, & B Inc sold 19,641 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2021, an estimated $1.28M.
B, B, H, & B Inc first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2020 and held it in 2 quarters.
B, B, H, & B Inc's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $1.28M in Q1 2021.
89 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2021.

Based on B, B, H, & B Inc's 13F filing for Q2 2021, filed 10 Aug 2021.