Bank Julius Baer & Co’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Bank Julius Baer & Co’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
2022 Q1	–	Sell	-3,860	Closed	-$192K	–	634
2021 Q4	$192K	Sell	3,860 -1,300	-25%	-$69.5K	﹤0.01%	533
2021 Q3	$276K	Sell	5,160 -2,512	-33%	-$144K	﹤0.01%	513
2021 Q2	$517K	Buy	7,672 +71	+0.9%	+$4.64K	﹤0.01%	447
2021 Q1	$496K	Buy	+7,601	New	+$543K	﹤0.01%	449
2020 Q4	–	Sell	-7,350	Closed	-$413K	–	815
2020 Q3	$413K	Buy	+7,350	New	+$399K	﹤0.01%	412

Other funds holding CXSE

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

PPA

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

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

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 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

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Bank Julius Baer & Co's CXSE Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2022, closing a stake of 3,860 shares — an estimated $192K sold.

Bank Julius Baer & Co first reported a position in CXSE in Q3 2020 and held it in 5 quarters. The position peaked at $517K in Q2 2021. 63 funds tracked by Wall St. Rank hold CXSE as of Q1 2022.

Bank Julius Baer & Co reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2022 after selling out during the quarter.
Bank Julius Baer & Co sold 3,860 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2022, an estimated $192K.
Bank Julius Baer & Co first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q3 2020 and held it in 5 quarters.
Bank Julius Baer & Co's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $517K in Q2 2021.
63 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.