Commonwealth Equity Services
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Commonwealth Equity Services’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Commonwealth Equity Services’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
2025
Q3 		– Sell
-30,956
Closed -$1.06M – 4278
2025
Q2 		$1.06M Buy
30,956
+3,159
+11% +$104K ﹤0.01% 2509
2025
Q1 		$946K Buy
+27,797
New +$901K ﹤0.01% 2504
2021
Q4 		– Sell
-3,943
Closed -$210K – 3668
2021
Q3 		$210K Buy
3,943
+308
+8% +$17.7K ﹤0.01% 3234
2021
Q2 		$245K Sell
3,635
-2,512
-41% -$164K ﹤0.01% 3090
2021
Q1 		$400K Buy
+6,147
New +$439K ﹤0.01% 2505

Other funds holding CXSE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
CastleKeep Investment Advisors
CastleKeep Investment Advisors Westport, Connecticut $184M AUM 12.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

Commonwealth Equity Services's CXSE Position: Q3 2025 in Review

Commonwealth Equity Services sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q3 2025, closing a stake of 30,956 shares — an estimated $1.06M sold.

Commonwealth Equity Services first reported a position in CXSE in Q1 2021 and held it in 5 quarters. The position peaked at $1.06M in Q2 2025. 28 funds tracked by Wall St. Rank hold CXSE as of Q3 2025.

  • Commonwealth Equity Services reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q3 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 30,956 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q3 2025, an estimated $1.06M.
  • Commonwealth Equity Services first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2021 and held it in 5 quarters.
  • Commonwealth Equity Services's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $1.06M in Q2 2025.
  • 28 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.