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

IHT 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
2024
Q3 		– Sell
-8,421
Closed -$223K – 1153
2024
Q2 		$223K Sell
8,421
-1,953
-19% -$54.4K 0.01% 909
2024
Q1 		$274K Sell
10,374
-200
-2% -$5.16K 0.01% 831
2023
Q4 		$296K Sell
10,574
-117
-1% -$3.35K 0.01% 767
2023
Q3 		$316K Buy
10,691
+921
+9% +$28.8K 0.02% 710
2023
Q2 		$300K Sell
9,770
-461
-5% -$14.9K 0.02% 729
2023
Q1 		$356K Hold
10,231
– – 0.02% 630
2022
Q4 		$355K Buy
10,231
+401
+4% +$12.9K 0.02% 595
2022
Q3 		$310K Buy
9,830
+932
+10% +$35K 0.02% 607
2022
Q2 		$380K Buy
8,898
+2,230
+33% +$85.9K 0.03% 460
2022
Q1 		$267K Buy
6,668
+403
+6% +$18.2K 0.02% 608
2021
Q4 		$312K Sell
6,265
-1,341
-18% -$71.7K 0.02% 591
2021
Q3 		$406K Buy
7,606
+1,065
+16% +$61.2K 0.03% 497
2021
Q2 		$441K Buy
6,541
+158
+2% +$10.3K 0.03% 567
2021
Q1 		$416K Buy
6,383
+455
+8% +$32.5K 0.03% 522
2020
Q4 		$390K Buy
5,928
+1,592
+37% +$97.7K 0.03% 488
2020
Q3 		$244K Buy
+4,336
New +$236K 0.02% 547

Other funds holding CXSE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CastleKeep Investment Advisors
CastleKeep Investment Advisors Westport, Connecticut $184M AUM 12.93% 1-Year Est. Return

IHT Wealth Management's CXSE Position: Q3 2024 in Review

IHT Wealth Management sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q3 2024, closing a stake of 8,421 shares — an estimated $223K sold.

IHT Wealth Management first reported a position in CXSE in Q3 2020 and held it in 16 quarters. The position peaked at $441K in Q2 2021. 31 funds tracked by Wall St. Rank hold CXSE as of Q3 2024.

  • IHT Wealth Management reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q3 2024 after selling out during the quarter.
  • IHT Wealth Management sold 8,421 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q3 2024, an estimated $223K.
  • IHT Wealth Management first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q3 2020 and held it in 16 quarters.
  • IHT Wealth Management's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $441K in Q2 2021.
  • 31 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2024.

Based on IHT Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.