CFIA
Cantor Fitzgerald Investment Advisors’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $6.15M | Buy |
+153,817
| New | +$6.15M | 0.27% | 79 |
|
|
2021
Q3 | – | Sell |
-88,990
| Closed | -$6M | – | 155 |
|
|
2021
Q2 | $6M | Sell |
88,990
-13,312
| -13% | -$897K | 0.44% | 68 |
|
|
2021
Q1 | $6.73M | Hold |
102,302
| – | – | 0.96% | 21 |
|
|
2020
Q4 | $6.73M | Buy |
102,302
+46,061
| +82% | +$3.03M | 0.96% | 21 |
|
|
2020
Q3 | $5.4M | Hold |
56,241
| – | – | 0.88% | 22 |
|
|
2020
Q2 | $5.4M | Sell |
56,241
-25,254
| -31% | -$2.42M | 0.88% | 22 |
|
|
2020
Q1 | $6.23M | Buy |
+81,495
| New | +$6.23M | 1.14% | 20 |
|