Cerity Partners
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Cerity Partners’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Cerity Partners’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 		$1.61M Buy
41,482
+225
+0.5% +$8.94K ﹤0.01% 1710
2026
Q1 		$1.56M Buy
+41,257
New +$1.66M ﹤0.01% 1607

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

Cerity Partners's CXSE Position: Q2 2026 in Review

Cerity Partners increased its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) stake by 0.55% in Q2 2026, buying an estimated $8.94K and bringing the position to 41,482 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Cerity Partners 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.

  • Cerity Partners held 41,482 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $1.61M as of Q2 2026.
  • Cerity Partners bought 225 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $8.94K.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1710 holding.
  • Cerity Partners 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 Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.