Independence Bank of Kentucky’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Independence Bank of Kentucky’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
2022 Q4	–	Sell	-160	Closed	-$5K	–	439
2022 Q3	$5K	Hold	160	–	–	﹤0.01%	376
2022 Q2	$7K	Hold	160	–	–	﹤0.01%	361
2022 Q1	$6K	Hold	160	–	–	﹤0.01%	371
2021 Q4	$8K	Hold	160	–	–	﹤0.01%	347
2021 Q3	$9K	Hold	160	–	–	﹤0.01%	345
2021 Q2	$11K	Hold	160	–	–	﹤0.01%	329
2021 Q1	$10K	Hold	160	–	–	﹤0.01%	331
2020 Q4	$11K	Hold	160	–	–	0.01%	318
2020 Q3	$9K	Hold	160	–	–	0.01%	310
2020 Q2	$8K	Hold	160	–	–	0.01%	291
2020 Q1	$6K	Hold	160	–	–	﹤0.01%	305
2019 Q4	$7K	Hold	160	–	–	﹤0.01%	314
2019 Q3	$6K	Hold	160	–	–	﹤0.01%	315
2019 Q2	$6K	Buy	+160	New	+$6K	﹤0.01%	281

Other funds holding CXSE

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

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

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Independence Bank of Kentucky's CXSE Position: Q4 2022 in Review

Independence Bank of Kentucky sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q4 2022, closing a stake of 160 shares — an estimated $5K sold.

Independence Bank of Kentucky first reported a position in CXSE in Q2 2019 and held it in 14 quarters. The position peaked at $11K in Q2 2021. 46 funds tracked by Wall St. Rank hold CXSE as of Q4 2022.

Independence Bank of Kentucky reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q4 2022 after selling out during the quarter.
Independence Bank of Kentucky sold 160 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q4 2022, an estimated $5K.
Independence Bank of Kentucky first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q2 2019 and held it in 14 quarters.
Independence Bank of Kentucky's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $11K in Q2 2021.
46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q4 2022.

Based on Independence Bank of Kentucky's 13F filing for Q4 2022, filed 9 Jan 2023.