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

FinTrust Capital 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
2021 Q3	–	Sell	-7,358	Closed	-$496K	–	1165
2021 Q2	$496K	Buy	7,358 +160	+2%	+$10.5K	0.13%	142
2021 Q1	$469K	Hold	7,198	–	–	0.14%	136
2020 Q4	$473K	Hold	7,198	–	–	0.15%	129
2020 Q3	$404	Hold	7,198	–	–	0.08%	139
2020 Q2	$345K	Buy	7,198 +4,744	+193%	+$204K	0.14%	137
2020 Q1	$94K	Hold	2,454	–	–	0.05%	296
2019 Q4	$102K	Hold	2,454	–	–	0.04%	323
2019 Q3	$87K	Hold	2,454	–	–	0.03%	351
2019 Q2	$91K	Hold	2,454	–	–	0.04%	298
2019 Q1	$96K	Sell	2,454 -420	-15%	-$14.8K	0.04%	283
2018 Q4	$87K	Buy	+2,874	New	+$92.9K	0.04%	285

Other funds holding CXSE

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

FinTrust Capital Advisors's CXSE Position: Q3 2021 in Review

FinTrust Capital Advisors sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q3 2021, closing a stake of 7,358 shares — an estimated $496K sold.

FinTrust Capital Advisors first reported a position in CXSE in Q4 2018 and held it in 11 quarters. The position peaked at $496K in Q2 2021. 72 funds tracked by Wall St. Rank hold CXSE as of Q3 2021.

FinTrust Capital Advisors reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q3 2021 after selling out during the quarter.
FinTrust Capital Advisors sold 7,358 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q3 2021, an estimated $496K.
FinTrust Capital Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2018 and held it in 11 quarters.
FinTrust Capital Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $496K in Q2 2021.
72 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2021.

Based on FinTrust Capital Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.