Migdal Insurance & Financial Holdings’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Migdal Insurance & Financial Holdings’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
2021 Q2	–	Sell	-788,000	Closed	-$51.4M	–	607
2021 Q1	$51.4M	Hold	788,000	–	–	0.52%	56
2020 Q4	$51.8M	Hold	788,000	–	–	0.61%	48
2020 Q3	$44.3M	Hold	788,000	–	–	0.62%	47
2020 Q2	$37.8M	Sell	788,000 -302,000	-28%	-$13M	0.61%	47
2020 Q1	$41.7M	Buy	+1,090,000	New	+$45M	0.97%	29

Other funds holding CXSE

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

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

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

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

DCM

DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

Migdal Insurance & Financial Holdings's CXSE Position: Q2 2021 in Review

Migdal Insurance & Financial Holdings sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2021, closing a stake of 788,000 shares — an estimated $51.4M sold.

Migdal Insurance & Financial Holdings first reported a position in CXSE in Q1 2020 and held it in 5 quarters. The position peaked at $51.8M in Q4 2020. 89 funds tracked by Wall St. Rank hold CXSE as of Q2 2021.

Migdal Insurance & Financial Holdings reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q2 2021 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 788,000 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2021, an estimated $51.4M.
Migdal Insurance & Financial Holdings first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2020 and held it in 5 quarters.
Migdal Insurance & Financial Holdings's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $51.8M in Q4 2020.
89 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2021.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2021, filed 4 Aug 2021.