Corient Private Wealth’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
+8,509
| New | +$293K | ﹤0.01% | 2088 |
|
|
2024
Q4 | – | Sell |
-11,136
| Closed | -$369K | – | 2379 |
|
|
2024
Q3 | $369K | Sell |
11,136
-1,636
| -13% | -$54.2K | ﹤0.01% | 1886 |
|
|
2024
Q2 | $339K | Sell |
12,772
-8,973
| -41% | -$238K | ﹤0.01% | 1827 |
|
|
2024
Q1 | $574K | Sell |
21,745
-6,313
| -22% | -$167K | ﹤0.01% | 1561 |
|
|
2023
Q4 | $786K | Sell |
28,058
-2,351
| -8% | -$65.9K | ﹤0.01% | 1382 |
|
|
2023
Q3 | $900K | Sell |
30,409
-26
| -0.1% | -$769 | ﹤0.01% | 1230 |
|
|
2023
Q2 | $933K | Buy |
30,435
+3,636
| +14% | +$111K | ﹤0.01% | 1179 |
|
|
2023
Q1 | $932K | Sell |
26,799
-433
| -2% | -$15.1K | ﹤0.01% | 1108 |
|
|
2022
Q4 | $946K | Buy |
+27,232
| New | +$946K | ﹤0.01% | 929 |
|