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

Boston 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
2019
Q2 		– Sell
-257,654
Closed -$10M – 646
2019
Q1 		$10M Buy
+257,654
New +$9.07M 0.51% 44

Other funds holding CXSE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Boston Advisors's CXSE Position: Q2 2019 in Review

Boston Advisors sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2019, closing a stake of 257,654 shares — an estimated $10M sold.

Boston Advisors first reported a position in CXSE in Q1 2019 and held it in 1 quarter. The position peaked at $10M in Q1 2019. 27 funds tracked by Wall St. Rank hold CXSE as of Q2 2019.

  • Boston Advisors reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q2 2019 after selling out during the quarter.
  • Boston Advisors sold 257,654 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2019, an estimated $10M.
  • Boston Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2019 and held it in 1 quarter.
  • Boston Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $10M in Q1 2019.
  • 27 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2019.

Based on Boston Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.