Janiczek Wealth Management’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | 852 |
|
|
2022
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 822 |
|
|
2022
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 847 |
|
|
2022
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 846 |
|
|
2021
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 900 |
|
|
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% | 668 |
|
|
2020
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 499 |
|
|
2020
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 326 |
|
|
2018
Q3 | – | Sell |
-768
| Closed | -$31K | – | 152 |
|
|
2018
Q2 | $31K | Buy |
+768
| New | +$31K | 0.02% | 78 |
|