Corient Private Wealth
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Corient Private Wealth’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Corient Private Wealth’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 		$257K Buy
+6,613
New +$263K ﹤0.01% 2672
2026
Q1 		– Sell
-13,766
Closed -$552K – 2879
2025
Q4 		$552K Buy
13,766
+6,773
+97% +$283K ﹤0.01% 2245
2025
Q3 		$312K Sell
6,993
-1,516
-18% -$59.3K ﹤0.01% 2091
2025
Q2 		$293K Buy
+8,509
New +$280K ﹤0.01% 2004
2024
Q4 		– Sell
-11,136
Closed -$369K – 2396
2024
Q3 		$369K Sell
11,136
-1,636
-13% -$43.7K ﹤0.01% 1911
2024
Q2 		$339K Sell
12,772
-8,973
-41% -$250K ﹤0.01% 1833
2024
Q1 		$574K Sell
21,745
-6,313
-22% -$163K ﹤0.01% 1566
2023
Q4 		$786K Sell
28,058
-2,351
-8% -$67.2K ﹤0.01% 1384
2023
Q3 		$900K Sell
30,409
-26
-0.1% -$814 ﹤0.01% 1235
2023
Q2 		$933K Buy
30,435
+3,636
+14% +$117K ﹤0.01% 1183
2023
Q1 		$932K Sell
26,799
-433
-2% -$15.9K ﹤0.01% 1114
2022
Q4 		$946K Buy
+27,232
New +$875K ﹤0.01% 933

Other funds holding CXSE

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
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
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
GC
Granville Capital Greensboro, North Carolina $224M AUM
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Corient Private Wealth's CXSE Position: Q2 2026 in Review

Corient Private Wealth opened a new position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2026: 6,613 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #2672 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in CXSE as recently as Q4 2025.

Corient Private Wealth first reported a position in CXSE in Q4 2022 and has held it in 12 quarters since. The position peaked at $946K in Q4 2022. 25 funds tracked by Wall St. Rank hold CXSE as of Q2 2026.

  • Corient Private Wealth held 6,613 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $257K as of Q2 2026.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund was a new Corient Private Wealth position in Q2 2026.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2672 holding.
  • Corient Private Wealth first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2022 and has held it in 12 quarters since.
  • Corient Private Wealth's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $946K in Q4 2022.
  • 25 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.