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Ground Swell Capital’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Ground Swell 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
2014
Q3 		$31K Buy
+1,198
New +$33K 0.06% 353

Other funds holding CXSE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Ground Swell Capital's CXSE Position: Q3 2014 in Review

Ground Swell Capital opened a new position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q3 2014: 1,198 shares worth $31K. The stake represents 0.06% of the portfolio and ranks #353 among its holdings.

13 funds tracked by Wall St. Rank hold CXSE as of Q3 2014.

  • Ground Swell Capital held 1,198 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $31K as of Q3 2014.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund was a new Ground Swell Capital position in Q3 2014.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up 0.06% of Ground Swell Capital's portfolio in Q3 2014, its #353 holding.
  • 13 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.