Carson Wealth (CWM LLC)’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$1.2K	Hold	32	–	–	﹤0.01%	5370
2025 Q4	$1K	Buy	32 +1	+3%	+$42	﹤0.01%	5192
2025 Q3	$1K	Hold	31	–	–	﹤0.01%	5099
2025 Q2	$1K	Hold	31	–	–	﹤0.01%	4984
2025 Q1	$1K	Hold	31	–	–	﹤0.01%	4883
2024 Q4	$1K	Hold	31	–	–	﹤0.01%	4685
2024 Q3	$1K	Hold	31	–	–	﹤0.01%	4549
2024 Q2	$1K	Buy	31 +1	+3%	+$28	﹤0.01%	4348
2024 Q1	$1K	Hold	30	–	–	﹤0.01%	4110
2023 Q4	$1K	Hold	30	–	–	﹤0.01%	3929
2023 Q3	$1K	Hold	30	–	–	﹤0.01%	3955
2023 Q2	$1K	Sell	30 -200	-87%	-$6.46K	﹤0.01%	3940
2023 Q1	$8K	Hold	230	–	–	﹤0.01%	3067
2022 Q4	$8K	Hold	230	–	–	﹤0.01%	2915
2022 Q3	$7K	Buy	230 +200	+667%	+$7.51K	﹤0.01%	2887
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	3515
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	3322
2021 Q4	$1K	Buy	+30	New	+$1.6K	﹤0.01%	3275
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	2633
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	2633
2020 Q4	$2K	Sell	30 -30	-50%	-$1.84K	﹤0.01%	2632
2020 Q3	$2K	Hold	60	–	–	﹤0.01%	2631
2020 Q2	$2K	Hold	60	–	–	﹤0.01%	2630
2020 Q1	$2K	Hold	60	–	–	﹤0.01%	2630
2019 Q4	$2K	Hold	60	–	–	﹤0.01%	2630
2019 Q3	$2K	Hold	60	–	–	﹤0.01%	2630
2019 Q2	$2K	Hold	60	–	–	﹤0.01%	2630
2019 Q1	$2K	Buy	60 +30	+100%	+$1.06K	﹤0.01%	2629
2018 Q4	$1K	Hold	30	–	–	﹤0.01%	1870
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	1642
2018 Q2	$1K	Hold	30	–	–	﹤0.01%	1501
2018 Q1	$1K	Hold	30	–	–	﹤0.01%	1260
2017 Q4	$1K	Hold	30	–	–	﹤0.01%	1340
2017 Q3	$1K	Hold	30	–	–	﹤0.01%	1356
2017 Q2	$1K	Hold	30	–	–	﹤0.01%	1081
2017 Q1	$1K	Hold	30	–	–	﹤0.01%	1048
2016 Q4	$1K	Hold	30	–	–	﹤0.01%	1041
2016 Q3	$1K	Buy	+30	New	+$737	﹤0.01%	945

Other funds holding CXSE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

CastleKeep Investment Advisors Westport, Connecticut $184M AUM 12.93% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CXSE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) position steady in Q1 2026 at 32 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5370.

Carson Wealth (CWM LLC) first reported a position in CXSE in Q3 2016 and has held it in 38 quarters since. The position peaked at $8K in Q1 2023. 34 funds tracked by Wall St. Rank hold CXSE as of Q1 2026.

Carson Wealth (CWM LLC) held 32 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $1.2K as of Q1 2026.
Carson Wealth (CWM LLC) left its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5370 holding.
Carson Wealth (CWM LLC) first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q3 2016 and has held it in 38 quarters since.
Carson Wealth (CWM LLC)'s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $8K in Q1 2023.
34 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.