MML Investors Services’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

MML Investors Services’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
2022 Q1	–	Sell	-4,212	Closed	-$210K	–	2072
2021 Q4	$210K	Sell	4,212 -3,927	-48%	-$210K	﹤0.01%	1900
2021 Q3	$435K	Sell	8,139 -60	-0.7%	-$3.45K	﹤0.01%	1436
2021 Q2	$553K	Sell	8,199 -782	-9%	-$51.1K	﹤0.01%	1264
2021 Q1	$585K	Sell	8,981 -19,174	-68%	-$1.37M	0.01%	1186
2020 Q4	$1.85M	Buy	+28,155	New	+$1.73M	0.02%	621

Other funds holding CXSE

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

MML Investors Services's CXSE Position: Q1 2022 in Review

MML Investors Services sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2022, closing a stake of 4,212 shares — an estimated $210K sold.

MML Investors Services first reported a position in CXSE in Q4 2020 and held it in 5 quarters. The position peaked at $1.85M in Q4 2020. 63 funds tracked by Wall St. Rank hold CXSE as of Q1 2022.

MML Investors Services reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2022 after selling out during the quarter.
MML Investors Services sold 4,212 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2022, an estimated $210K.
MML Investors Services first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2020 and held it in 5 quarters.
MML Investors Services's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $1.85M in Q4 2020.
63 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2022.

Based on MML Investors Services's 13F filing for Q1 2022, filed 13 May 2022.