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Cassaday & Co Wealth Management’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Cassaday & Co Wealth Management’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 		$138K Hold
3,537
– – ﹤0.01% 415
2026
Q1 		$134K Buy
+3,537
New +$142K ﹤0.01% 397

Other funds holding CXSE

OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CastleKeep Investment Advisors
CastleKeep Investment Advisors Westport, Connecticut $200M AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cassaday & Co Wealth Management's CXSE Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) position steady in Q2 2026 at 3,537 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Cassaday & Co Wealth Management first reported a position in CXSE in Q1 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold CXSE as of Q2 2026.

  • Cassaday & Co Wealth Management held 3,537 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $138K as of Q2 2026.
  • Cassaday & Co Wealth Management left its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund share count unchanged in Q2 2026.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #415 holding.
  • Cassaday & Co Wealth Management first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2026 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.