Kestra Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-253
| Closed | -$8.61K | – | 2847 |
|
2025
Q1 | $8.61K | Buy |
+253
| New | +$8.61K | ﹤0.01% | 2712 |
|
2023
Q3 | – | Sell |
-26,633
| Closed | -$817K | – | 2135 |
|
2023
Q2 | $817K | Sell |
26,633
-255
| -0.9% | -$7.82K | 0.01% | 1073 |
|
2023
Q1 | $935K | Buy |
26,888
+1,097
| +4% | +$38.2K | 0.01% | 980 |
|
2022
Q4 | $896K | Buy |
25,791
+650
| +3% | +$22.6K | 0.01% | 1103 |
|
2022
Q3 | $794K | Buy |
+25,141
| New | +$794K | 0.01% | 1076 |
|
2021
Q3 | – | Sell |
-4,675
| Closed | -$315K | – | 2121 |
|
2021
Q2 | $315K | Sell |
4,675
-359
| -7% | -$24.2K | ﹤0.01% | 1540 |
|
2021
Q1 | $328K | Buy |
+5,034
| New | +$328K | ﹤0.01% | 1413 |
|