Creative Planning
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Creative Planning’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Creative Planning’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
2023
Q2 		– Sell
-6,860
Closed -$239K – 2690
2023
Q1 		$239K Buy
+6,860
New +$251K ﹤0.01% 1988
2022
Q2 		– Sell
-15,454
Closed -$618K – 2339
2022
Q1 		$618K Sell
15,454
-12,709
-45% -$574K ﹤0.01% 1222
2021
Q4 		$1.4M Sell
28,163
-2,321
-8% -$124K ﹤0.01% 808
2021
Q3 		$1.63M Buy
30,484
+1,250
+4% +$71.9K ﹤0.01% 745
2021
Q2 		$1.97M Sell
29,234
-5,290
-15% -$346K ﹤0.01% 689
2021
Q1 		$2.25M Buy
34,524
+3,760
+12% +$268K ﹤0.01% 673
2020
Q4 		$2.02M Buy
30,764
+7,288
+31% +$447K ﹤0.01% 670
2020
Q3 		$1.32M Hold
23,476
– – ﹤0.01% 702
2020
Q2 		$1.13M Hold
23,476
– – ﹤0.01% 705
2020
Q1 		$897K Hold
23,476
– – ﹤0.01% 693
2019
Q4 		$975K Hold
23,476
– – ﹤0.01% 801
2019
Q3 		$834K Hold
23,476
– – ﹤0.01% 837
2019
Q2 		$869K Hold
23,476
– – ﹤0.01% 812
2019
Q1 		$915K Sell
23,476
-1,000
-4% -$35.2K ﹤0.01% 768
2018
Q4 		$745K Sell
24,476
-1,224
-5% -$39.6K ﹤0.01% 785
2018
Q3 		$921K Sell
25,700
-136
-0.5% -$5.12K ﹤0.01% 799
2018
Q2 		$1.05M Buy
25,836
+600
+2% +$26.1K ﹤0.01% 720
2018
Q1 		$1.11M Sell
25,236
-3,800
-13% -$173K ﹤0.01% 678
2017
Q4 		$1.25M Buy
29,036
+18,786
+183% +$788K 0.01% 614
2017
Q3 		$404K Buy
+10,250
New +$378K ﹤0.01% 1146

Other funds holding CXSE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's CXSE Position: Q2 2023 in Review

Creative Planning sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2023, closing a stake of 6,860 shares — an estimated $239K sold.

Creative Planning first reported a position in CXSE in Q3 2017 and held it in 20 quarters. The position peaked at $2.25M in Q1 2021. 41 funds tracked by Wall St. Rank hold CXSE as of Q2 2023.

  • Creative Planning reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q2 2023 after selling out during the quarter.
  • Creative Planning sold 6,860 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2023, an estimated $239K.
  • Creative Planning first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q3 2017 and held it in 20 quarters.
  • Creative Planning's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $2.25M in Q1 2021.
  • 41 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.