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

Beaumont Financial Advisors’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	-23,427	Closed	-$1.53M	–	368
2021 Q1	$1.53M	Sell	23,427 -1,138	-5%	-$81.3K	0.13%	107
2020 Q4	$1.62M	Sell	24,565 -10,597	-30%	-$650K	0.14%	107
2020 Q3	$1.98M	Sell	35,162 -23,580	-40%	-$1.28M	0.19%	96
2020 Q2	$2.82M	Buy	+58,742	New	+$2.52M	0.29%	74

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

Beaumont Financial Advisors's CXSE Position: Q2 2021 in Review

Beaumont Financial Advisors sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2021, closing a stake of 23,427 shares — an estimated $1.53M sold.

Beaumont Financial Advisors first reported a position in CXSE in Q2 2020 and held it in 4 quarters. The position peaked at $2.82M in Q2 2020. 89 funds tracked by Wall St. Rank hold CXSE as of Q2 2021.

Beaumont Financial Advisors reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q2 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 23,427 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2021, an estimated $1.53M.
Beaumont Financial Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q2 2020 and held it in 4 quarters.
Beaumont Financial Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $2.82M in Q2 2020.
89 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2021.

Based on Beaumont Financial Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.