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

JFS Wealth Advisors’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	-382	Closed	-$12K	–	1959
2022 Q3	$12K	Hold	382	–	–	﹤0.01%	672
2022 Q2	$16K	Hold	382	–	–	﹤0.01%	627
2022 Q1	$15K	Hold	382	–	–	﹤0.01%	672
2021 Q4	$19K	Hold	382	–	–	﹤0.01%	572
2021 Q3	$20K	Buy	+382	New	+$22K	﹤0.01%	540
2016 Q2	–	Sell	-1,298	Closed	-$30K	–	524
2016 Q1	$30K	Hold	1,298	–	–	0.01%	278
2015 Q4	$32K	Hold	1,298	–	–	0.01%	280
2015 Q3	$28K	Hold	1,298	–	–	0.01%	249
2015 Q2	$36K	Hold	1,298	–	–	0.02%	211
2015 Q1	$36K	Hold	1,298	–	–	0.02%	211
2014 Q4	$34K	Hold	1,298	–	–	0.01%	228
2014 Q3	$34K	Hold	1,298	–	–	0.01%	215
2014 Q2	$34K	Buy	+1,298	New	+$32.8K	0.01%	221

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 $377B AUM 19.32% 1-Year Est. Return

FTUS

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

JFS Wealth Advisors's CXSE Position: Q4 2022 in Review

JFS Wealth Advisors sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q4 2022, closing a stake of 382 shares — an estimated $12K sold.

JFS Wealth Advisors first reported a position in CXSE in Q2 2014 and held it in 13 quarters. The position peaked at $36K in Q2 2015. 46 funds tracked by Wall St. Rank hold CXSE as of Q4 2022.

JFS Wealth Advisors reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q4 2022 after selling out during the quarter.
JFS Wealth Advisors sold 382 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q4 2022, an estimated $12K.
JFS Wealth Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q2 2014 and held it in 13 quarters.
JFS Wealth Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $36K in Q2 2015.
46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q4 2022.

Based on JFS Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.