Mariner Independent Advisor Network’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Mariner Independent Advisor Network’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
2019 Q3	–	Sell	-31,588	Closed	-$1.2M	–	376
2019 Q2	$1.2M	Buy	+31,588	New	+$1.19M	0.09%	216

Other funds holding CXSE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Mariner Independent Advisor Network's CXSE Position: Q3 2019 in Review

Mariner Independent Advisor Network sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q3 2019, closing a stake of 31,588 shares — an estimated $1.2M sold.

Mariner Independent Advisor Network first reported a position in CXSE in Q2 2019 and held it in 1 quarter. The position peaked at $1.2M in Q2 2019. 31 funds tracked by Wall St. Rank hold CXSE as of Q3 2019.

Mariner Independent Advisor Network reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q3 2019 after selling out during the quarter.
Mariner Independent Advisor Network sold 31,588 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q3 2019, an estimated $1.2M.
Mariner Independent Advisor Network first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q2 2019 and held it in 1 quarter.
Mariner Independent Advisor Network's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $1.2M in Q2 2019.
31 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2019.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2019, filed 4 Nov 2019.