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

CastleKeep 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
2026
Q1 		$914K Sell
24,155
-11,232
-32% -$451K 0.5% 53
2025
Q4 		$1.42M Hold
35,387
– – 0.64% 44
2025
Q3 		$1.58M Hold
35,387
– – 0.74% 41
2025
Q2 		$1.22M Sell
35,387
-1,168
-3% -$38.5K 0.6% 56
2025
Q1 		$1.24M Hold
36,555
– – 0.64% 55
2024
Q4 		$1.09M Sell
36,555
-3,079
-8% -$98.5K 0.77% 58
2024
Q3 		$1.31M Buy
39,634
+2,635
+7% +$70.4K 0.9% 23
2024
Q2 		$982K Hold
36,999
– – 0.76% 40
2024
Q1 		$976K Hold
36,999
– – 0.7% 47
2023
Q4 		$1.04M Buy
+36,999
New +$1.06M 0.74% 56

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 $1.89T AUM 35.08% 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 $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CastleKeep Investment Advisors's CXSE Position: Q1 2026 in Review

CastleKeep Investment Advisors reduced its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) stake by 32% in Q1 2026, selling an estimated $451K and leaving 24,155 shares worth $914K. The position accounts for 0.5% of the portfolio, ranked #53.

CastleKeep Investment Advisors first reported a position in CXSE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.58M in Q3 2025. 34 funds tracked by Wall St. Rank hold CXSE as of Q1 2026.

  • CastleKeep Investment Advisors held 24,155 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $914K as of Q1 2026.
  • CastleKeep Investment Advisors sold 11,232 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $451K.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up 0.5% of CastleKeep Investment Advisors's portfolio in Q1 2026, its #53 holding.
  • CastleKeep Investment Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2023 and has held it in 10 quarters since.
  • CastleKeep Investment Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $1.58M in Q3 2025.
  • 34 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2026.

Based on CastleKeep Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.