Leo Brokerage’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Leo Brokerage’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
2023 Q2	$3.22M	Buy	105,120 +4,099	+4%	+$132K	0.37%	40
2023 Q1	$3.51M	Buy	+101,021	New	+$3.7M	0.52%	33
2022 Q2	$3.87M	Buy	90,650 +40,621	+81%	+$1.57M	1.04%	26
2022 Q1	$2M	Buy	+50,029	New	+$2.26M	0.32%	56
2021 Q3	$2.37M	Buy	+44,306	New	+$2.55M	0.44%	41

Other funds holding CXSE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

SCM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Leo Brokerage's CXSE Position: Q2 2023 in Review

Leo Brokerage increased its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) stake by 4.1% in Q2 2023, buying an estimated $132K and bringing the position to 105,120 shares worth $3.22M. The position accounts for 0.37% of the portfolio, ranked #40.

Leo Brokerage first reported a position in CXSE in Q3 2021 and has held it in 5 quarters since. The position peaked at $3.87M in Q2 2022. 41 funds tracked by Wall St. Rank hold CXSE as of Q2 2023.

Leo Brokerage held 105,120 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $3.22M as of Q2 2023.
Leo Brokerage bought 4,099 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2023, an estimated $132K.
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up 0.37% of Leo Brokerage's portfolio in Q2 2023, its #40 holding.
Leo Brokerage first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q3 2021 and has held it in 5 quarters since.
Leo Brokerage's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $3.87M in Q2 2022.
41 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.