Lake Street Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,439
| Closed | -$398K | – | 348 |
|
|
2023
Q1 | $398K | Hold |
11,439
| – | – | 0.02% | 207 |
|
|
2022
Q4 | $397K | Buy |
11,439
+13
| +0.1% | +$451 | 0.03% | 202 |
|
|
2022
Q3 | $361K | Buy |
11,426
+40
| +0.4% | +$1.26K | 0.03% | 206 |
|
|
2022
Q2 | $486K | Buy |
11,386
+62
| +0.5% | +$2.65K | 0.03% | 175 |
|
|
2022
Q1 | $453K | Buy |
+11,324
| New | +$453K | 0.03% | 173 |
|
|
2021
Q3 | – | Sell |
-6,076
| Closed | -$347K | – | 273 |
|
|
2021
Q2 | $347K | Buy |
6,076
+2,084
| +52% | +$119K | 0.03% | 220 |
|
|
2021
Q1 | $260K | Buy |
+3,992
| New | +$260K | 0.02% | 257 |
|