FIA
Foundations Investment Advisors’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,244
| Closed | -$485K | – | 932 |
|
|
2025
Q1 | $485K | Buy |
+14,244
| New | +$485K | 0.01% | 589 |
|
|
2024
Q3 | – | Sell |
-32,509
| Closed | -$862K | – | 821 |
|
|
2024
Q2 | $862K | Buy |
+32,509
| New | +$862K | 0.02% | 366 |
|
|
2024
Q1 | – | Sell |
-41,430
| Closed | -$1M | – | 712 |
|
|
2023
Q4 | $1M | Sell |
41,430
-2,334
| -5% | -$56.4K | 0.03% | 310 |
|
|
2023
Q3 | $1.29M | Buy |
+43,764
| New | +$1.29M | 0.04% | 265 |
|