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
2026 Q2	$312	Buy	+8	New	+$318	﹤0.01%	5709
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

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

Integrated Wealth Concepts's CXSE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2026: 8 shares worth $312. The stake represents ﹤0.01% of the portfolio and ranks #5709 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in CXSE as recently as Q4 2021.

Integrated Wealth Concepts first reported a position in CXSE in Q2 2021 and has held it in 4 quarters since. The position peaked at $472K in Q4 2021. 36 funds tracked by Wall St. Rank hold CXSE as of Q2 2026.

Integrated Wealth Concepts held 8 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $312 as of Q2 2026.
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund was a new Integrated Wealth Concepts position in Q2 2026.
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5709 holding.
Integrated Wealth Concepts first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q2 2021 and has held it in 4 quarters since.
Integrated Wealth Concepts's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $472K in Q4 2021.
36 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.