Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 4979 |
|
|
2025
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 4875 |
|
|
2024
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 4683 |
|
|
2024
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 4547 |
|
|
2024
Q2 | $1K | Buy |
31
+1
| +3% | +$32 | ﹤0.01% | 4346 |
|
|
2024
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 4107 |
|
|
2023
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 3925 |
|
|
2023
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 3951 |
|
|
2023
Q2 | $1K | Sell |
30
-200
| -87% | -$6.67K | ﹤0.01% | 3931 |
|
|
2023
Q1 | $8K | Hold |
230
| – | – | ﹤0.01% | 3065 |
|
|
2022
Q4 | $8K | Hold |
230
| – | – | ﹤0.01% | 2912 |
|
|
2022
Q3 | $7K | Buy |
230
+200
| +667% | +$6.09K | ﹤0.01% | 2884 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 3503 |
|
|
2022
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 3305 |
|
|
2021
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 3258 |
|
|
2021
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 2607 |
|
|
2021
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 2607 |
|
|
2020
Q4 | $2K | Sell |
30
-30
| -50% | -$2K | ﹤0.01% | 2607 |
|
|
2020
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 2607 |
|
|
2020
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 2607 |
|
|
2020
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 2607 |
|
|
2019
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 2607 |
|
|
2019
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 2607 |
|
|
2019
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 2607 |
|
|
2019
Q1 | $2K | Buy |
60
+30
| +100% | +$1K | ﹤0.01% | 2607 |
|
|
2018
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 1864 |
|
|
2018
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 1638 |
|
|
2018
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 1497 |
|
|
2018
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 1259 |
|
|
2017
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 1339 |
|
|
2017
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 1355 |
|
|
2017
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 1080 |
|
|
2017
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 1047 |
|
|
2016
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 1040 |
|
|
2016
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 943 |
|