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

Integrated Wealth Concepts’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
Q1 		– Sell
-9,476
Closed -$472K – 959
2021
Q4 		$472K Buy
9,476
+1,410
+17% +$75.3K 0.01% 627
2021
Q3 		$431K Buy
8,066
+1,819
+29% +$105K 0.01% 612
2021
Q2 		$421K Buy
+6,247
New +$408K 0.01% 567

Other funds holding CXSE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Integrated Wealth Concepts's CXSE Position: Q1 2022 in Review

Integrated Wealth Concepts sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2022, closing a stake of 9,476 shares — an estimated $472K sold.

Integrated Wealth Concepts first reported a position in CXSE in Q2 2021 and held it in 3 quarters. The position peaked at $472K in Q4 2021. 63 funds tracked by Wall St. Rank hold CXSE as of Q1 2022.

  • Integrated Wealth Concepts reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 9,476 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2022, an estimated $472K.
  • Integrated Wealth Concepts first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q2 2021 and held it in 3 quarters.
  • Integrated Wealth Concepts's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $472K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2022.

Based on Integrated Wealth Concepts's 13F filing for Q1 2022, filed 12 May 2022.