Harbour Investments’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Harbour Investments’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 Q1	$49.5K	Buy	+1,309	New	+$52.6K	﹤0.01%	2346
2021 Q4	–	Sell	-89	Closed	-$5K	–	2858
2021 Q3	$5K	Buy	89 +1	+1%	+$58	﹤0.01%	2968
2021 Q2	$6K	Hold	88	–	–	﹤0.01%	2961
2021 Q1	$6K	Buy	+88	New	+$6.28K	﹤0.01%	2825

Other funds holding CXSE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

CastleKeep Investment Advisors Westport, Connecticut $184M AUM 12.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Harbour Investments's CXSE Position: Q1 2026 in Review

Harbour Investments opened a new position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2026: 1,309 shares worth $49.5K. The stake represents ﹤0.01% of the portfolio and ranks #2346 among its holdings. This is a return to the name: Harbour Investments previously reported a position in CXSE as recently as Q3 2021.

Harbour Investments first reported a position in CXSE in Q1 2021 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold CXSE as of Q1 2026.

Harbour Investments held 1,309 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $49.5K as of Q1 2026.
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund was a new Harbour Investments position in Q1 2026.
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2346 holding.
Harbour Investments first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2021 and has held it in 4 quarters since.
34 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.