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

First Foundation 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
Q1 		– Sell
-6,110
Closed -$254K – 348
2019
Q4 		$254K Hold
6,110
– – 0.01% 312
2019
Q3 		$217K Buy
+6,110
New +$222K 0.01% 330

Other funds holding CXSE

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

First Foundation Advisors's CXSE Position: Q1 2020 in Review

First Foundation Advisors sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2020, closing a stake of 6,110 shares — an estimated $254K sold.

First Foundation Advisors first reported a position in CXSE in Q3 2019 and held it in 2 quarters. The position peaked at $254K in Q4 2019. 33 funds tracked by Wall St. Rank hold CXSE as of Q1 2020.

  • First Foundation Advisors reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2020 after selling out during the quarter.
  • First Foundation Advisors sold 6,110 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2020, an estimated $254K.
  • First Foundation Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q3 2019 and held it in 2 quarters.
  • First Foundation Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $254K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2020.

Based on First Foundation Advisors's 13F filing for Q1 2020, filed 11 May 2020.