Kestra Advisory Services’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Kestra Advisory Services’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
2025 Q2	–	Sell	-253	Closed	-$8.61K	–	2855
2025 Q1	$8.61K	Buy	+253	New	+$8.2K	﹤0.01%	2717
2023 Q3	–	Sell	-26,633	Closed	-$817K	–	2135
2023 Q2	$817K	Sell	26,633 -255	-0.9%	-$8.24K	0.01%	1073
2023 Q1	$935K	Buy	26,888 +1,097	+4%	+$40.2K	0.01%	980
2022 Q4	$896K	Buy	25,791 +650	+3%	+$20.9K	0.01%	1103
2022 Q3	$794K	Buy	+25,141	New	+$945K	0.01%	1076
2021 Q3	–	Sell	-4,675	Closed	-$315K	–	2121
2021 Q2	$315K	Sell	4,675 -359	-7%	-$23.5K	﹤0.01%	1540
2021 Q1	$328K	Buy	+5,034	New	+$359K	﹤0.01%	1413

Other funds holding CXSE

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

ACGDR

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Kestra Advisory Services's CXSE Position: Q2 2025 in Review

Kestra Advisory Services sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2025, closing a stake of 253 shares — an estimated $8.61K sold.

Kestra Advisory Services first reported a position in CXSE in Q1 2021 and held it in 7 quarters. The position peaked at $935K in Q1 2023. 30 funds tracked by Wall St. Rank hold CXSE as of Q2 2025.

Kestra Advisory Services reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q2 2025 after selling out during the quarter.
Kestra Advisory Services sold 253 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2025, an estimated $8.61K.
Kestra Advisory Services first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2021 and held it in 7 quarters.
Kestra Advisory Services's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $935K in Q1 2023.
30 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2025.

Based on Kestra Advisory Services's 13F filing for Q2 2025, filed 15 Aug 2025.