Global Retirement Partners’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Global Retirement Partners’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
2024 Q1	–	Sell	-20	Closed	-$509	–	3403
2023 Q4	$509	Hold	20	–	–	﹤0.01%	3079
2023 Q3	$573	Hold	20	–	–	﹤0.01%	2920
2023 Q2	$613	Hold	20	–	–	﹤0.01%	2903
2023 Q1	$643	Hold	20	–	–	﹤0.01%	2858
2022 Q4	$695	Hold	20	–	–	﹤0.01%	2685
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	2422
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	2396
2022 Q1	$1K	Buy	+20	New	+$903	﹤0.01%	2356
2021 Q4	–	Sell	-20	Closed	-$1K	–	554
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	1880
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	1792
2021 Q1	$1K	Buy	+20	New	+$1.43K	﹤0.01%	1705

Other funds holding CXSE

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

SCM

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

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

BCM

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Global Retirement Partners's CXSE Position: Q1 2024 in Review

Global Retirement Partners sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2024, closing a stake of 20 shares — an estimated $509 sold.

Global Retirement Partners first reported a position in CXSE in Q1 2021 and held it in 11 quarters. The position peaked at $1K in Q3 2022. 34 funds tracked by Wall St. Rank hold CXSE as of Q1 2024.

Global Retirement Partners reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2024 after selling out during the quarter.
Global Retirement Partners sold 20 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2024, an estimated $509.
Global Retirement Partners first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2021 and held it in 11 quarters.
Global Retirement Partners's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $1K in Q3 2022.
34 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.