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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
Q1 		$134K Buy
+3,537
New +$142K ﹤0.01% 397

Other funds holding CXSE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
CastleKeep Investment Advisors
CastleKeep Investment Advisors Westport, Connecticut $184M AUM 12.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Cassaday & Co Wealth Management's CXSE Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2026: 3,537 shares worth $134K. The stake represents ﹤0.01% of the portfolio and ranks #397 among its holdings.

34 funds tracked by Wall St. Rank hold CXSE as of Q1 2026.

  • Cassaday & Co Wealth Management held 3,537 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $134K as of Q1 2026.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund was a new Cassaday & Co Wealth Management position in Q1 2026.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #397 holding.
  • 34 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.