Bessemer Group
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Bessemer Group’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Bessemer Group’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
2019
Q4 		– Sell
-712
Closed -$25K – 1655
2019
Q3 		$25K Buy
+712
New +$25.9K ﹤0.01% 1375

Other funds holding CXSE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bessemer Group's CXSE Position: Q4 2019 in Review

Bessemer Group sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q4 2019, closing a stake of 712 shares — an estimated $25K sold.

Bessemer Group first reported a position in CXSE in Q3 2019 and held it in 1 quarter. The position peaked at $25K in Q3 2019. 29 funds tracked by Wall St. Rank hold CXSE as of Q4 2019.

  • Bessemer Group reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q4 2019 after selling out during the quarter.
  • Bessemer Group sold 712 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q4 2019, an estimated $25K.
  • Bessemer Group first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q3 2019 and held it in 1 quarter.
  • Bessemer Group's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $25K in Q3 2019.
  • 29 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q4 2019.

Based on Bessemer Group's 13F filing for Q4 2019, filed 4 Feb 2020.