Founders Financial Alliance’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Founders Financial Alliance’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
2026 Q2	$6.03K	Hold	155	–	–	﹤0.01%	718
2026 Q1	$5.86K	Hold	155	–	–	﹤0.01%	671
2025 Q4	$6.22K	Buy	155 +100	+182%	+$4.18K	﹤0.01%	541
2025 Q3	$2.45K	Hold	55	–	–	﹤0.01%	680
2025 Q2	$1.89K	Hold	55	–	–	﹤0.01%	523
2025 Q1	$1.87K	Hold	55	–	–	﹤0.01%	591
2024 Q4	$1.64K	Hold	55	–	–	﹤0.01%	560
2024 Q3	$1.82K	Hold	55	–	–	﹤0.01%	568
2024 Q2	$1.46K	Hold	55	–	–	﹤0.01%	543
2024 Q1	$1.45K	Hold	55	–	–	﹤0.01%	542
2023 Q4	$1.54K	Buy	+55	New	+$1.57K	﹤0.01%	481
2022 Q1	–	Sell	-119	Closed	-$6K	–	445
2021 Q4	$6K	Hold	119	–	–	﹤0.01%	447
2021 Q3	$6K	Buy	119 +64	+116%	+$3.68K	﹤0.01%	419
2021 Q2	$4K	Hold	55	–	–	﹤0.01%	450
2021 Q1	$3K	Buy	+55	New	+$3.93K	﹤0.01%	437

Other funds holding CXSE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Granville Capital Greensboro, North Carolina $224M AUM

SIAS

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

Founders Financial Alliance's CXSE Position: Q2 2026 in Review

Founders Financial Alliance held its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) position steady in Q2 2026 at 155 shares worth $6.03K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Founders Financial Alliance first reported a position in CXSE in Q1 2021 and has held it in 15 quarters since. The position peaked at $6.22K in Q4 2025. 25 funds tracked by Wall St. Rank hold CXSE as of Q2 2026.

Founders Financial Alliance held 155 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $6.03K as of Q2 2026.
Founders Financial Alliance left its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #718 holding.
Founders Financial Alliance first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2021 and has held it in 15 quarters since.
Founders Financial Alliance's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $6.22K in Q4 2025.
25 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.