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

JP Morgan Private 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
2023
Q2 		– Sell
-19,587
Closed -$681K – 1579
2023
Q1 		$681K Buy
+19,587
New +$718K ﹤0.01% 1343

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CXSE Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2023, closing a stake of 19,587 shares — an estimated $681K sold.

JP Morgan Private Wealth Advisors first reported a position in CXSE in Q1 2023 and held it in 1 quarter. The position peaked at $681K in Q1 2023. 41 funds tracked by Wall St. Rank hold CXSE as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 19,587 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2023, an estimated $681K.
  • JP Morgan Private Wealth Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2023 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $681K in Q1 2023.
  • 41 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.