Golden State Wealth Management’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Golden State Wealth Management’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
2020 Q1	–	Sell	-415,768	Closed	-$17.3M	–	973
2019 Q4	$17.3M	Buy	+415,768	New	+$16M	3.3%	12

Other funds holding CXSE

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CFIA

Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return

DCM

DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return

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

Golden State Wealth Management's CXSE Position: Q1 2020 in Review

Golden State Wealth Management sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2020, closing a stake of 415,768 shares — an estimated $17.3M sold.

Golden State Wealth Management first reported a position in CXSE in Q4 2019 and held it in 1 quarter. The position peaked at $17.3M in Q4 2019. 33 funds tracked by Wall St. Rank hold CXSE as of Q1 2020.

Golden State Wealth Management reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2020 after selling out during the quarter.
Golden State Wealth Management sold 415,768 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2020, an estimated $17.3M.
Golden State Wealth Management first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2019 and held it in 1 quarter.
Golden State Wealth Management's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $17.3M in Q4 2019.
33 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2020.

Based on Golden State Wealth Management's 13F filing for Q1 2020, filed 17 Apr 2020.