Bank of Montreal
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Bank of Montreal’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Bank of Montreal’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 		$24K Hold
616
– – ﹤0.01% 3553
2026
Q1 		$23.3K Sell
616
-324
-34% -$13K ﹤0.01% 3458
2025
Q4 		$37.7K Sell
940
-1,654
-64% -$69.1K ﹤0.01% 3248
2025
Q3 		$116K Buy
2,594
+2,394
+1,197% +$93.6K ﹤0.01% 2931
2025
Q2 		$6.88K Hold
200
– – ﹤0.01% 3380
2025
Q1 		$6.81K Hold
200
– – ﹤0.01% 3335
2024
Q4 		$5.98K Sell
200
-41,489
-100% -$1.33M ﹤0.01% 3382
2024
Q3 		$1.36M Buy
41,689
+41,296
+10,508% +$1.1M ﹤0.01% 1876
2024
Q2 		$11.2K Sell
393
-168,053
-100% -$4.68M ﹤0.01% 3647
2024
Q1 		$4.54M Buy
168,446
+168,433
+1,295,638% +$4.35M ﹤0.01% 1268
2023
Q4 		$365 Buy
+13
New +$372 ﹤0.01% 3930
2023
Q2 		– Sell
-20
Closed -$713 – 4021
2023
Q1 		$713 Buy
+20
New +$733 ﹤0.01% 3732
2021
Q2 		– Sell
-300
Closed -$20K – 3962
2021
Q1 		$20K Buy
+300
New +$21.4K ﹤0.01% 4058

Other funds holding CXSE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
GC
Granville Capital Greensboro, North Carolina $224M AUM
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

Bank of Montreal's CXSE Position: Q2 2026 in Review

Bank of Montreal held its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) position steady in Q2 2026 at 616 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #3553.

Bank of Montreal first reported a position in CXSE in Q1 2021 and has held it in 13 quarters since. The position peaked at $4.54M in Q1 2024. 25 funds tracked by Wall St. Rank hold CXSE as of Q2 2026.

  • Bank of Montreal held 616 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $24K as of Q2 2026.
  • Bank of Montreal left its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund share count unchanged in Q2 2026.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3553 holding.
  • Bank of Montreal first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2021 and has held it in 13 quarters since.
  • Bank of Montreal's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $4.54M in Q1 2024.
  • 25 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.