KPW
CXSE icon

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

Kore Private Wealth’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
Q3 		$865K Buy
+27,395
New +$1.03M 0.16% 90

Other funds holding CXSE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Kore Private Wealth's CXSE Position: Q3 2022 in Review

Kore Private Wealth opened a new position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q3 2022: 27,395 shares worth $865K. The stake represents 0.16% of the portfolio and ranks #90 among its holdings.

54 funds tracked by Wall St. Rank hold CXSE as of Q3 2022.

  • Kore Private Wealth held 27,395 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $865K as of Q3 2022.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund was a new Kore Private Wealth position in Q3 2022.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up 0.16% of Kore Private Wealth's portfolio in Q3 2022, its #90 holding.
  • 54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.