Meitav Investment House’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Meitav Investment House’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	-8,880	Closed	-$265K	–	224
2024 Q4	$265K	Sell	8,880 -8,895	-50%	-$285K	﹤0.01%	205
2024 Q3	$589K	Hold	17,775	–	–	0.01%	163
2024 Q2	$472K	Hold	17,775	–	–	0.01%	173
2024 Q1	$469K	Hold	17,775	–	–	0.01%	176
2023 Q4	$498K	Sell	17,775 -21,000	-54%	-$601K	0.01%	246
2023 Q3	$1.14M	Hold	38,775	–	–	0.02%	194
2023 Q2	$1.18M	Buy	38,775 +14,000	+57%	+$452K	0.02%	210
2023 Q1	$823K	Sell	24,775 -14,000	-36%	-$513K	0.01%	250
2022 Q4	$1.37M	Sell	38,775 -90,000	-70%	-$2.89M	0.02%	213
2022 Q3	$4.12M	Buy	128,775 +14,000	+12%	+$526K	0.07%	149
2022 Q2	$4.89M	Hold	114,775	–	–	0.08%	143
2022 Q1	$4.59M	Sell	114,775 -440	-0.4%	-$19.9K	0.07%	166
2021 Q4	$5.76M	Buy	115,215 +8,895	+8%	+$475K	0.09%	152
2021 Q3	$5.68M	Buy	106,320 +92,341	+661%	+$5.31M	0.09%	153
2021 Q2	$942K	Hold	13,979	–	–	0.02%	250
2021 Q1	$911	Buy	+13,979	New	+$998K	0.03%	218

Other funds holding CXSE

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

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

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

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

Meitav Investment House's CXSE Position: Q1 2025 in Review

Meitav Investment House sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2025, closing a stake of 8,880 shares — an estimated $265K sold.

Meitav Investment House first reported a position in CXSE in Q1 2021 and held it in 16 quarters. The position peaked at $5.76M in Q4 2021. 31 funds tracked by Wall St. Rank hold CXSE as of Q1 2025.

Meitav Investment House reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2025 after selling out during the quarter.
Meitav Investment House sold 8,880 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2025, an estimated $265K.
Meitav Investment House first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2021 and held it in 16 quarters.
Meitav Investment House's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $5.76M in Q4 2021.
31 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2025.

Based on Meitav Investment House's 13F filing for Q1 2025, filed 12 May 2025.