JF
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JSF Financial’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

JSF Financial’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
2021
Q4 		– Sell
-7,169
Closed -$383K – 118
2021
Q3 		$383K Sell
7,169
-552
-7% -$31.7K 0.19% 58
2021
Q2 		$520K Sell
7,721
-1,354
-15% -$88.5K 0.31% 40
2021
Q1 		$592K Buy
+9,075
New +$648K 0.37% 32

Other funds holding CXSE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
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
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

JSF Financial's CXSE Position: Q4 2021 in Review

JSF Financial sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q4 2021, closing a stake of 7,169 shares — an estimated $383K sold.

JSF Financial first reported a position in CXSE in Q1 2021 and held it in 3 quarters. The position peaked at $592K in Q1 2021. 65 funds tracked by Wall St. Rank hold CXSE as of Q4 2021.

  • JSF Financial reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q4 2021 after selling out during the quarter.
  • JSF Financial sold 7,169 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q4 2021, an estimated $383K.
  • JSF Financial first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2021 and held it in 3 quarters.
  • JSF Financial's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $592K in Q1 2021.
  • 65 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q4 2021.

Based on JSF Financial's 13F filing for Q4 2021, filed 10 Feb 2022.