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

First Heartland Consultants’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 Q2	–	Sell	-139,017	Closed	-$9.06M	–	391
2021 Q1	$9.06M	Buy	139,017 +17,516	+14%	+$1.25M	1.44%	11
2020 Q4	$7.99M	Buy	+121,501	New	+$7.45M	1.33%	18

Other funds holding CXSE

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

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

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

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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

First Heartland Consultants's CXSE Position: Q2 2021 in Review

First Heartland Consultants sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2021, closing a stake of 139,017 shares — an estimated $9.06M sold.

First Heartland Consultants first reported a position in CXSE in Q4 2020 and held it in 2 quarters. The position peaked at $9.06M in Q1 2021. 89 funds tracked by Wall St. Rank hold CXSE as of Q2 2021.

First Heartland Consultants reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q2 2021 after selling out during the quarter.
First Heartland Consultants sold 139,017 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2021, an estimated $9.06M.
First Heartland Consultants first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2020 and held it in 2 quarters.
First Heartland Consultants's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $9.06M in Q1 2021.
89 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2021.

Based on First Heartland Consultants's 13F filing for Q2 2021, filed 16 Aug 2021.