CreativeOne 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-44,717
| Closed | -$1.37M | – | 633 |
|
|
2023
Q2 | $1.37M | Buy |
44,717
+35,735
| +398% | +$1.1M | 0.06% | 272 |
|
|
2023
Q1 | $312K | Buy |
+8,982
| New | +$312K | 0.02% | 624 |
|
|
2021
Q3 | – | Sell |
-16,248
| Closed | -$1.1M | – | 698 |
|
|
2021
Q2 | $1.1M | Buy |
16,248
+6,551
| +68% | +$441K | 0.07% | 239 |
|
|
2021
Q1 | $632K | Buy |
+9,697
| New | +$632K | 0.05% | 289 |
|