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

Janiczek 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 Q2	$743	Hold	28	–	–	﹤0.01%	962
2024 Q1	$739	Hold	28	–	–	﹤0.01%	972
2023 Q4	$785	Hold	28	–	–	﹤0.01%	957
2023 Q3	$829	Hold	28	–	–	﹤0.01%	937
2023 Q2	$859	Hold	28	–	–	﹤0.01%	862
2023 Q1	$959	Hold	28	–	–	﹤0.01%	852
2022 Q4	$1.09K	Hold	28	–	–	﹤0.01%	853
2022 Q3	$1K	Hold	28	–	–	﹤0.01%	823
2022 Q2	$1K	Hold	28	–	–	﹤0.01%	848
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	847
2021 Q4	$1K	Hold	28	–	–	﹤0.01%	901
2021 Q3	$1K	Hold	28	–	–	﹤0.01%	881
2021 Q2	$2K	Hold	28	–	–	﹤0.01%	749
2021 Q1	$2K	Hold	28	–	–	﹤0.01%	728
2020 Q4	$2K	Hold	28	–	–	﹤0.01%	670
2020 Q3	$2K	Hold	28	–	–	﹤0.01%	501
2020 Q2	$1K	Buy	+28	New	+$1.2K	﹤0.01%	328
2018 Q3	–	Sell	-768	Closed	-$31K	–	152
2018 Q2	$31K	Buy	+768	New	+$33.4K	0.02%	78

Other funds holding CXSE

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

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

CastleKeep Investment Advisors Westport, Connecticut $184M AUM 12.93% 1-Year Est. Return

ACGDR

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

Janiczek Wealth Management's CXSE Position: Q2 2024 in Review

Janiczek Wealth Management held its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) position steady in Q2 2024 at 28 shares worth $743. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Janiczek Wealth Management first reported a position in CXSE in Q2 2018 and has held it in 18 quarters since. The position peaked at $31K in Q2 2018. 33 funds tracked by Wall St. Rank hold CXSE as of Q2 2024.

Janiczek Wealth Management held 28 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $743 as of Q2 2024.
Janiczek Wealth Management left its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund share count unchanged in Q2 2024.
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #962 holding.
Janiczek Wealth Management first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q2 2018 and has held it in 18 quarters since.
Janiczek Wealth Management's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $31K in Q2 2018.
33 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.