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MAI Capital Management’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

MAI Capital Management’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
2025
Q1 		– Sell
-290
Closed -$8.67K – 3470
2024
Q4 		$8.67K Buy
+290
New +$9.28K ﹤0.01% 2575

Other funds holding CXSE

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Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
NW
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CastleKeep Investment Advisors
CastleKeep Investment Advisors Westport, Connecticut $184M AUM 12.93% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

MAI Capital Management's CXSE Position: Q1 2025 in Review

MAI Capital Management sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2025, closing a stake of 290 shares — an estimated $8.67K sold.

MAI Capital Management first reported a position in CXSE in Q4 2024 and held it in 1 quarter. The position peaked at $8.67K in Q4 2024. 31 funds tracked by Wall St. Rank hold CXSE as of Q1 2025.

  • MAI Capital Management reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2025 after selling out during the quarter.
  • MAI Capital Management sold 290 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2025, an estimated $8.67K.
  • MAI Capital Management first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2024 and held it in 1 quarter.
  • MAI Capital Management's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $8.67K in Q4 2024.
  • 31 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2025.

Based on MAI Capital Management's 13F filing for Q1 2025, filed 15 May 2025.