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LM Advisors’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

LM Advisors’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
2024
Q1 		– Sell
-1,362
Closed -$38.2K – 324
2023
Q4 		$38.2K Buy
+1,362
New +$39K 0.01% 362

Other funds holding CXSE

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LM Advisors's CXSE Position: Q1 2024 in Review

LM Advisors sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2024, closing a stake of 1,362 shares — an estimated $38.2K sold.

LM Advisors first reported a position in CXSE in Q4 2023 and held it in 1 quarter. The position peaked at $38.2K in Q4 2023. 34 funds tracked by Wall St. Rank hold CXSE as of Q1 2024.

  • LM Advisors reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 1,362 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2024, an estimated $38.2K.
  • LM Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2023 and held it in 1 quarter.
  • LM Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $38.2K in Q4 2023.
  • 34 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.