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 Q2	–	Sell	-1,309	Closed	-$49.5K	–	4807
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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CastleKeep Investment Advisors Westport, Connecticut $200M AUM 15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Harbour Investments's CXSE Position: Q2 2026 in Review

Harbour Investments sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2026, closing a stake of 1,309 shares — an estimated $49.5K sold.

Harbour Investments first reported a position in CXSE in Q1 2021 and held it in 4 quarters. The position peaked at $49.5K in Q1 2026. 36 funds tracked by Wall St. Rank hold CXSE as of Q2 2026.

Harbour Investments reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q2 2026 after selling out during the quarter.
Harbour Investments sold 1,309 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $49.5K.
Harbour Investments first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2021 and held it in 4 quarters.
Harbour Investments's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $49.5K in Q1 2026.
36 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.