IFP Advisors’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

IFP Advisors’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
2021 Q2	–	Sell	-123	Closed	-$8.04K	–	3093
2021 Q1	$8K	Sell	123 -406	-77%	-$29K	﹤0.01%	2214
2020 Q4	$34K	Sell	529 -83	-14%	-$5.09K	﹤0.01%	1586
2020 Q3	$34K	Sell	612 -356	-37%	-$19.3K	﹤0.01%	1421
2020 Q2	$46K	Buy	+968	New	+$41.5K	﹤0.01%	1253
2019 Q1	–	Sell	-1,400	Closed	-$43K	–	2576
2018 Q4	$43K	Buy	1,400 +6	+0.4%	+$194	﹤0.01%	1690
2018 Q3	$50K	Buy	+1,394	New	+$52.5K	﹤0.01%	1893

Other funds holding CXSE

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

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

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

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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

IFP Advisors's CXSE Position: Q2 2021 in Review

IFP Advisors sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2021, closing a stake of 123 shares — an estimated $8.04K sold.

IFP Advisors first reported a position in CXSE in Q3 2018 and held it in 6 quarters. The position peaked at $50K in Q3 2018. 89 funds tracked by Wall St. Rank hold CXSE as of Q2 2021.

IFP Advisors reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q2 2021 after selling out during the quarter.
IFP Advisors sold 123 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2021, an estimated $8.04K.
IFP Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q3 2018 and held it in 6 quarters.
IFP Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $50K in Q3 2018.
89 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2021.

Based on IFP Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.