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

Bulltick Wealth 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
2022 Q1	–	Sell	-4,770	Closed	-$238K	–	145
2021 Q4	$238K	Sell	4,770 -6,438	-57%	-$344K	0.05%	130
2021 Q3	$599K	Sell	11,208 -2,470	-18%	-$142K	0.14%	65
2021 Q2	$922K	Buy	13,678 +5,315	+64%	+$347K	0.21%	53
2021 Q1	$545K	Buy	8,363 +353	+4%	+$25.2K	0.15%	52
2020 Q4	$527K	Buy	+8,010	New	+$491K	0.15%	50

Other funds holding CXSE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Bulltick Wealth Management's CXSE Position: Q1 2022 in Review

Bulltick Wealth Management sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2022, closing a stake of 4,770 shares — an estimated $238K sold.

Bulltick Wealth Management first reported a position in CXSE in Q4 2020 and held it in 5 quarters. The position peaked at $922K in Q2 2021. 63 funds tracked by Wall St. Rank hold CXSE as of Q1 2022.

Bulltick Wealth Management reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2022 after selling out during the quarter.
Bulltick Wealth Management sold 4,770 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2022, an estimated $238K.
Bulltick Wealth Management first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2020 and held it in 5 quarters.
Bulltick Wealth Management's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $922K in Q2 2021.
63 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2022.

Based on Bulltick Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2024.