Beaumont Capital Management’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
57,646
-5,929
| -9% | -$204K | 1.36% | 25 |
|
|
2025
Q1 | $2.16M | Sell |
63,575
-3,811
| -6% | -$130K | 1.59% | 26 |
|
|
2024
Q4 | $2.01M | Sell |
67,386
-3,536
| -5% | -$106K | 1.55% | 24 |
|
|
2024
Q3 | $2.35M | Hold |
70,922
| – | – | 1.73% | 24 |
|
|
2024
Q2 | $1.88M | Buy |
70,922
+11,419
| +19% | +$303K | 1.47% | 27 |
|
|
2024
Q1 | $1.57M | Hold |
59,503
| – | – | 1.16% | 28 |
|
|
2023
Q4 | $1.67M | Sell |
59,503
-1,163
| -2% | -$32.6K | 1.27% | 29 |
|
|
2023
Q3 | $1.8M | Hold |
60,666
| – | – | 1.29% | 20 |
|
|
2023
Q2 | $1.86M | Buy |
60,666
+12,157
| +25% | +$373K | 1.29% | 23 |
|
|
2023
Q1 | $1.69M | Sell |
48,509
-11,229
| -19% | -$391K | 1.17% | 25 |
|
|
2022
Q4 | $2.08M | Buy |
59,738
+6,512
| +12% | +$226K | 1.46% | 25 |
|
|
2022
Q3 | $1.68M | Buy |
+53,226
| New | +$1.68M | 1.67% | 21 |
|
|
2021
Q2 | – | Sell |
-33,320
| Closed | -$2.17M | – | 31 |
|
|
2021
Q1 | $2.17M | Buy |
33,320
+1,050
| +3% | +$68.4K | 2.16% | 16 |
|
|
2020
Q4 | $2.12M | Buy |
+32,270
| New | +$2.12M | 2.12% | 17 |
|