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

Cetera Investment Advisers’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
2021
Q3 		– Sell
-37,174
Closed -$2.5M – 1808
2021
Q2 		$2.5M Buy
37,174
+3,250
+10% +$212K 0.04% 441
2021
Q1 		$2.21M Sell
33,924
-7,380
-18% -$527K 0.04% 394
2020
Q4 		$2.72M Buy
+41,304
New +$2.53M 0.05% 355

Other funds holding CXSE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers's CXSE Position: Q3 2021 in Review

Cetera Investment Advisers sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q3 2021, closing a stake of 37,174 shares — an estimated $2.5M sold.

Cetera Investment Advisers first reported a position in CXSE in Q4 2020 and held it in 3 quarters. The position peaked at $2.72M in Q4 2020. 72 funds tracked by Wall St. Rank hold CXSE as of Q3 2021.

  • Cetera Investment Advisers reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q3 2021 after selling out during the quarter.
  • Cetera Investment Advisers sold 37,174 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q3 2021, an estimated $2.5M.
  • Cetera Investment Advisers first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2020 and held it in 3 quarters.
  • Cetera Investment Advisers's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $2.72M in Q4 2020.
  • 72 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2021.

Based on Cetera Investment Advisers's 13F filing for Q3 2021, filed 16 Nov 2021.