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

Cantor Fitzgerald Investment 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
2022 Q1	$6.15M	Buy	+153,817	New	+$6.95M	0.27%	79
2021 Q3	–	Sell	-88,990	Closed	-$6M	–	155
2021 Q2	$6M	Sell	88,990 -13,312	-13%	-$870K	0.44%	68
2021 Q1	$6.73M	Hold	102,302	–	–	0.96%	21
2020 Q4	$6.73M	Sell	102,302 -10,180	-9%	-$625K	0.96%	21
2020 Q3	$5.4M	Hold	112,482	–	–	0.88%	22
2020 Q2	$5.4M	Sell	112,482 -50,508	-31%	-$2.17M	0.88%	22
2020 Q1	$6.23M	Buy	+162,990	New	+$6.73M	1.14%	20

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors's CXSE Position: Q1 2022 in Review

Cantor Fitzgerald Investment Advisors opened a new position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2022: 153,817 shares worth $6.15M. The stake represents 0.27% of the portfolio and ranks #79 among its holdings. This is a return to the name: Cantor Fitzgerald Investment Advisors previously reported a position in CXSE as recently as Q2 2021.

Cantor Fitzgerald Investment Advisors first reported a position in CXSE in Q1 2020 and has held it in 7 quarters since. The position peaked at $6.73M in Q1 2021. 63 funds tracked by Wall St. Rank hold CXSE as of Q1 2022.

Cantor Fitzgerald Investment Advisors held 153,817 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $6.15M as of Q1 2022.
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund was a new Cantor Fitzgerald Investment Advisors position in Q1 2022.
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up 0.27% of Cantor Fitzgerald Investment Advisors's portfolio in Q1 2022, its #79 holding.
Cantor Fitzgerald Investment Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2020 and has held it in 7 quarters since.
Cantor Fitzgerald Investment Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $6.73M in Q1 2021.
63 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2022.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.