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

Clear Point 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
2024 Q4	–	Sell	-21	Closed	-$696	–	205
2024 Q3	$696	Hold	21	–	–	﹤0.01%	493
2024 Q2	$554	Hold	21	–	–	﹤0.01%	497
2024 Q1	$546	Hold	21	–	–	﹤0.01%	496
2023 Q4	$579	Buy	+21	New	+$601	﹤0.01%	479

Other funds holding CXSE

AWM

Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Clear Point Advisors's CXSE Position: Q4 2024 in Review

Clear Point Advisors sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q4 2024, closing a stake of 21 shares — an estimated $696 sold.

Clear Point Advisors first reported a position in CXSE in Q4 2023 and held it in 4 quarters. The position peaked at $696 in Q3 2024. 38 funds tracked by Wall St. Rank hold CXSE as of Q4 2024.

Clear Point Advisors reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 21 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q4 2024, an estimated $696.
Clear Point Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $696 in Q3 2024.
38 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.