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

Foundations Investment 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
2025 Q2	–	Sell	-14,244	Closed	-$485K	–	932
2025 Q1	$485K	Buy	+14,244	New	+$462K	0.01%	589
2024 Q3	–	Sell	-32,509	Closed	-$862K	–	821
2024 Q2	$862K	Buy	+32,509	New	+$905K	0.02%	366
2024 Q1	–	Sell	-41,430	Closed	-$1M	–	712
2023 Q4	$1M	Sell	41,430 -2,334	-5%	-$66.7K	0.03%	310
2023 Q3	$1.29M	Buy	+43,764	New	+$1.37M	0.04%	265

Other funds holding CXSE

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

BCM

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

ACGDR

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

CastleKeep Investment Advisors Westport, Connecticut $184M AUM 12.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Foundations Investment Advisors's CXSE Position: Q2 2025 in Review

Foundations Investment Advisors sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2025, closing a stake of 14,244 shares — an estimated $485K sold.

Foundations Investment Advisors first reported a position in CXSE in Q3 2023 and held it in 4 quarters. The position peaked at $1.29M in Q3 2023. 30 funds tracked by Wall St. Rank hold CXSE as of Q2 2025.

Foundations Investment Advisors reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q2 2025 after selling out during the quarter.
Foundations Investment Advisors sold 14,244 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2025, an estimated $485K.
Foundations Investment Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q3 2023 and held it in 4 quarters.
Foundations Investment Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $1.29M in Q3 2023.
30 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.