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

Key Financial Inc’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 Q2	–	Sell	-36	Closed	-$1K	–	1102
2022 Q1	$1K	Buy	+36	New	+$1.63K	﹤0.01%	992

Other funds holding CXSE

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

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

Key Financial Inc's CXSE Position: Q2 2022 in Review

Key Financial Inc sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2022, closing a stake of 36 shares — an estimated $1K sold.

Key Financial Inc first reported a position in CXSE in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 54 funds tracked by Wall St. Rank hold CXSE as of Q2 2022.

Key Financial Inc reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q2 2022 after selling out during the quarter.
Key Financial Inc sold 36 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2022, an estimated $1K.
Key Financial Inc first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2022 and held it in 1 quarter.
Key Financial Inc's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $1K in Q1 2022.
54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2022.

Based on Key Financial Inc's 13F filing for Q2 2022, filed 26 Jul 2022.