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

Cambridge Investment Research 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
2026
Q2 		$1.26M Sell
32,458
-2,463
-7% -$97.9K ﹤0.01% 2084
2026
Q1 		$1.32M Sell
34,921
-527
-1% -$21.2K ﹤0.01% 1937
2025
Q4 		$1.42M Buy
35,448
+3,095
+10% +$129K ﹤0.01% 1820
2025
Q3 		$1.44M Buy
32,353
+23,740
+276% +$928K ﹤0.01% 1765
2025
Q2 		$296K Buy
8,613
+98
+1% +$3.23K ﹤0.01% 2988
2025
Q1 		$290K Sell
8,515
-127,022
-94% -$4.12M ﹤0.01% 2893
2024
Q4 		$4.05M Sell
135,537
-4,570
-3% -$146K 0.01% 917
2024
Q3 		$4.64M Buy
140,107
+7,426
+6% +$198K 0.02% 830
2024
Q2 		$3.52M Sell
132,681
-1,592
-1% -$44.3K 0.01% 950
2024
Q1 		$3.54M Buy
+134,273
New +$3.47M 0.01% 940
2021
Q3 		– Sell
-17,109
Closed -$1.15M – 3114
2021
Q2 		$1.15M Buy
17,109
+1,940
+13% +$127K 0.01% 1433
2021
Q1 		$989K Buy
+15,169
New +$1.08M 0.01% 1439
2020
Q4 		– Sell
-5,658
Closed -$318K – 2726
2020
Q3 		$318K Buy
+5,658
New +$307K ﹤0.01% 1894

Other funds holding CXSE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
GC
Granville Capital Greensboro, North Carolina $224M AUM
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Cambridge Investment Research Advisors's CXSE Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) stake by 7.1% in Q2 2026, selling an estimated $97.9K and leaving 32,458 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Cambridge Investment Research Advisors first reported a position in CXSE in Q3 2020 and has held it in 13 quarters since. The position peaked at $4.64M in Q3 2024. 25 funds tracked by Wall St. Rank hold CXSE as of Q2 2026.

  • Cambridge Investment Research Advisors held 32,458 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $1.26M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 2,463 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $97.9K.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2084 holding.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q3 2020 and has held it in 13 quarters since.
  • Cambridge Investment Research Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $4.64M in Q3 2024.
  • 25 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.