Global Financial Private Capital’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Global Financial Private Capital’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
2018 Q2	–	Sell	-7,000	Closed	-$309K	–	538
2018 Q1	$309K	Buy	+7,000	New	+$318K	0.01%	440

Other funds holding CXSE

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SCP

Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

SMFS

Squar Milner Financial Services Irvine, California $176M AUM 10.56% 1-Year Est. Return

Global Financial Private Capital's CXSE Position: Q2 2018 in Review

Global Financial Private Capital sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2018, closing a stake of 7,000 shares — an estimated $309K sold.

Global Financial Private Capital first reported a position in CXSE in Q1 2018 and held it in 1 quarter. The position peaked at $309K in Q1 2018. 30 funds tracked by Wall St. Rank hold CXSE as of Q2 2018.

Global Financial Private Capital reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q2 2018 after selling out during the quarter.
Global Financial Private Capital sold 7,000 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2018, an estimated $309K.
Global Financial Private Capital first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2018 and held it in 1 quarter.
Global Financial Private Capital's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $309K in Q1 2018.
30 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2018.

Based on Global Financial Private Capital's 13F filing for Q2 2018, filed 3 Aug 2018.