Beaumont Capital Management’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Beaumont Capital Management’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
2025 Q4	–	Sell	-48,700	Closed	-$2.17M	–	41
2025 Q3	$2.17M	Sell	48,700 -8,946	-16%	-$350K	1.44%	27
2025 Q2	$1.98M	Sell	57,646 -5,929	-9%	-$195K	1.36%	25
2025 Q1	$2.16M	Sell	63,575 -3,811	-6%	-$123K	1.59%	26
2024 Q4	$2.01M	Sell	67,386 -3,536	-5%	-$113K	1.55%	24
2024 Q3	$2.35M	Hold	70,922	–	–	1.73%	24
2024 Q2	$1.88M	Buy	70,922 +11,419	+19%	+$318K	1.47%	27
2024 Q1	$1.57M	Hold	59,503	–	–	1.16%	28
2023 Q4	$1.67M	Sell	59,503 -1,163	-2%	-$33.3K	1.27%	29
2023 Q3	$1.8M	Hold	60,666	–	–	1.29%	20
2023 Q2	$1.86M	Buy	60,666 +12,157	+25%	+$393K	1.29%	23
2023 Q1	$1.69M	Sell	48,509 -11,229	-19%	-$412K	1.17%	25
2022 Q4	$2.08M	Buy	59,738 +6,512	+12%	+$209K	1.46%	25
2022 Q3	$1.68M	Buy	+53,226	New	+$2M	1.67%	21
2021 Q2	–	Sell	-33,320	Closed	-$2.17M	–	31
2021 Q1	$2.17M	Buy	33,320 +1,050	+3%	+$75K	2.16%	16
2020 Q4	$2.12M	Buy	+32,270	New	+$1.98M	2.12%	17

Other funds holding CXSE

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

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

CastleKeep Investment Advisors Westport, Connecticut $184M AUM 12.93% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Beaumont Capital Management's CXSE Position: Q4 2025 in Review

Beaumont Capital Management sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q4 2025, closing a stake of 48,700 shares — an estimated $2.17M sold.

Beaumont Capital Management first reported a position in CXSE in Q4 2020 and held it in 15 quarters. The position peaked at $2.35M in Q3 2024. 32 funds tracked by Wall St. Rank hold CXSE as of Q4 2025.

Beaumont Capital Management reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q4 2025 after selling out during the quarter.
Beaumont Capital Management sold 48,700 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q4 2025, an estimated $2.17M.
Beaumont Capital Management first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2020 and held it in 15 quarters.
Beaumont Capital Management's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $2.35M in Q3 2024.
32 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q4 2025.

Based on Beaumont Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.