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First Allied Advisory Services’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

First Allied Advisory Services’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
Q3 		$2.19M Buy
+38,942
New +$2.12M 0.07% 278

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DCM
DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
Envestnet Asset Management
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First Allied Advisory Services's CXSE Position: Q3 2020 in Review

First Allied Advisory Services opened a new position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q3 2020: 38,942 shares worth $2.19M. The stake represents 0.07% of the portfolio and ranks #278 among its holdings.

46 funds tracked by Wall St. Rank hold CXSE as of Q3 2020.

  • First Allied Advisory Services held 38,942 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $2.19M as of Q3 2020.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund was a new First Allied Advisory Services position in Q3 2020.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up 0.07% of First Allied Advisory Services's portfolio in Q3 2020, its #278 holding.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.