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

LPL Financial’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
2026
Q2 		$666K Sell
17,134
-984
-5% -$39.1K ﹤0.01% 4775
2026
Q1 		$685K Sell
18,118
-1,196
-6% -$48K ﹤0.01% 4492
2025
Q4 		$775K Buy
19,314
+1,717
+10% +$71.8K ﹤0.01% 4328
2025
Q3 		$784K Buy
17,597
+674
+4% +$26.3K ﹤0.01% 4244
2025
Q2 		$582K Buy
16,923
+391
+2% +$12.9K ﹤0.01% 4254
2025
Q1 		$563K Buy
16,532
+873
+6% +$28.3K ﹤0.01% 4062
2024
Q4 		$468K Buy
15,659
+1,257
+9% +$40.2K ﹤0.01% 4158
2024
Q3 		$477K Sell
14,402
-10,146
-41% -$271K ﹤0.01% 4028
2024
Q2 		$651K Buy
24,548
+2,586
+12% +$72K ﹤0.01% 3632
2024
Q1 		$579K Buy
21,962
+7,655
+54% +$198K ﹤0.01% 3650
2023
Q4 		$401K Sell
14,307
-5,286
-27% -$151K ﹤0.01% 3841
2023
Q3 		$580K Sell
19,593
-115,751
-86% -$3.62M ﹤0.01% 3355
2023
Q2 		$4.15M Buy
135,344
+9,141
+7% +$295K ﹤0.01% 1692
2023
Q1 		$4.39M Buy
126,203
+39,275
+45% +$1.44M ﹤0.01% 1597
2022
Q4 		$3.02M Buy
86,928
+49,559
+133% +$1.59M ﹤0.01% 1771
2022
Q3 		$1.18M Sell
37,369
-2,951
-7% -$111K ﹤0.01% 2402
2022
Q2 		$1.72M Buy
40,320
+7,896
+24% +$304K ﹤0.01% 2143
2022
Q1 		$1.3M Sell
32,424
-6,893
-18% -$311K ﹤0.01% 2397
2021
Q4 		$1.96M Sell
39,317
-2,798
-7% -$150K ﹤0.01% 2101
2021
Q3 		$2.25M Sell
42,115
-18,745
-31% -$1.08M ﹤0.01% 1951
2021
Q2 		$4.1M Sell
60,860
-21,384
-26% -$1.4M ﹤0.01% 1483
2021
Q1 		$5.36M Buy
82,244
+22,544
+38% +$1.61M 0.01% 1190
2020
Q4 		$3.93M Buy
59,700
+34,850
+140% +$2.14M 0.01% 1247
2020
Q3 		$1.4M Buy
24,850
+2,214
+10% +$120K ﹤0.01% 1682
2020
Q2 		$1.09M Buy
22,636
+986
+5% +$42.3K ﹤0.01% 1761
2020
Q1 		$827K Sell
21,650
-13,536
-38% -$559K ﹤0.01% 1748
2019
Q4 		$1.46M Buy
35,186
+13,390
+61% +$515K ﹤0.01% 1580
2019
Q3 		$775K Sell
21,796
-478
-2% -$17.4K ﹤0.01% 1913
2019
Q2 		$824K Buy
22,274
+3,552
+19% +$133K ﹤0.01% 1868
2019
Q1 		$730K Buy
18,722
+9,568
+105% +$337K ﹤0.01% 1892
2018
Q4 		$279K Buy
+9,154
New +$296K ﹤0.01% 2520
2014
Q4 		– Sell
-14,332
Closed -$373K – 2740
2014
Q3 		$373K Buy
+14,332
New +$395K ﹤0.01% 2005

Other funds holding CXSE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
GC
Granville Capital Greensboro, North Carolina $224M AUM
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

LPL Financial's CXSE Position: Q2 2026 in Review

LPL Financial reduced its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) stake by 5.4% in Q2 2026, selling an estimated $39.1K and leaving 17,134 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #4775.

LPL Financial first reported a position in CXSE in Q3 2014 and has held it in 32 quarters since. The position peaked at $5.36M in Q1 2021. 25 funds tracked by Wall St. Rank hold CXSE as of Q2 2026.

  • LPL Financial held 17,134 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $666K as of Q2 2026.
  • LPL Financial sold 984 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $39.1K.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4775 holding.
  • LPL Financial first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q3 2014 and has held it in 32 quarters since.
  • LPL Financial's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $5.36M in Q1 2021.
  • 25 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.