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

Evolution Wealth Advisors’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
2020 Q2	–	Sell	-1,112	Closed	-$42K	–	540
2020 Q1	$42K	Sell	1,112 -1,104	-50%	-$45.6K	0.02%	120
2019 Q4	$92K	Buy	+2,216	New	+$85.3K	0.02%	112

Other funds holding CXSE

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return

DCM

DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

Evolution Wealth Advisors's CXSE Position: Q2 2020 in Review

Evolution Wealth Advisors sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2020, closing a stake of 1,112 shares — an estimated $42K sold.

Evolution Wealth Advisors first reported a position in CXSE in Q4 2019 and held it in 2 quarters. The position peaked at $92K in Q4 2019. 39 funds tracked by Wall St. Rank hold CXSE as of Q2 2020.

Evolution Wealth Advisors reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q2 2020 after selling out during the quarter.
Evolution Wealth Advisors sold 1,112 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2020, an estimated $42K.
Evolution Wealth Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2019 and held it in 2 quarters.
Evolution Wealth Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $92K in Q4 2019.
39 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2020.

Based on Evolution Wealth Advisors's 13F filing for Q2 2020, filed 27 Jul 2020.