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

Belpointe Asset 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	-4,692	Closed	-$209K	–	1039
2025 Q3	$209K	Buy	+4,692	New	+$183K	0.01%	921
2023 Q2	–	Sell	-1,884	Closed	-$65.5K	–	1181
2023 Q1	$65.5K	Sell	1,884 -20	-1%	-$733	﹤0.01%	1558
2022 Q4	$66.1K	Buy	+1,904	New	+$61.2K	﹤0.01%	1460
2022 Q3	–	Sell	-2,458	Closed	-$105K	–	1178
2022 Q2	$105K	Sell	2,458 -948	-28%	-$36.5K	0.01%	1096
2022 Q1	$136K	Buy	3,406 +8	+0.2%	+$361	0.01%	1079
2021 Q4	$169K	Buy	3,398 +2	+0.1%	+$107	0.01%	959
2021 Q3	$181K	Buy	3,396 +8	+0.2%	+$460	0.01%	890
2021 Q2	$228K	Buy	3,388 +1,750	+107%	+$114K	0.02%	785
2021 Q1	$107K	Buy	+1,638	New	+$117K	0.01%	979
2020 Q4	–	Sell	-6,084	Closed	-$342K	–	960
2020 Q3	$342K	Buy	+6,084	New	+$331K	0.04%	400
2020 Q2	–	Sell	-3,686	Closed	-$141K	–	739
2020 Q1	$141K	Buy	+3,686	New	+$152K	0.02%	515

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 $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return

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

Belpointe Asset Management's CXSE Position: Q4 2025 in Review

Belpointe Asset Management sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q4 2025, closing a stake of 4,692 shares — an estimated $209K sold.

Belpointe Asset Management first reported a position in CXSE in Q1 2020 and held it in 11 quarters. The position peaked at $342K in Q3 2020. 32 funds tracked by Wall St. Rank hold CXSE as of Q4 2025.

Belpointe Asset Management reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q4 2025 after selling out during the quarter.
Belpointe Asset Management sold 4,692 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q4 2025, an estimated $209K.
Belpointe Asset Management first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2020 and held it in 11 quarters.
Belpointe Asset Management's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $342K in Q3 2020.
32 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.