Mutual Advisors’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Mutual Advisors’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	-6,462	Closed	-$322K	–	878
2021 Q4	$322K	Sell	6,462 -3,432	-35%	-$183K	0.02%	718
2021 Q3	$529K	Buy	9,894 +9	+0.1%	+$518	0.03%	524
2021 Q2	$666K	Buy	9,885 +856	+9%	+$55.9K	0.04%	454
2021 Q1	$589K	Buy	+9,029	New	+$645K	0.04%	445

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

Mutual Advisors's CXSE Position: Q1 2022 in Review

Mutual Advisors sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2022, closing a stake of 6,462 shares — an estimated $322K sold.

Mutual Advisors first reported a position in CXSE in Q1 2021 and held it in 4 quarters. The position peaked at $666K in Q2 2021. 63 funds tracked by Wall St. Rank hold CXSE as of Q1 2022.

Mutual Advisors reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2022 after selling out during the quarter.
Mutual Advisors sold 6,462 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2022, an estimated $322K.
Mutual Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2021 and held it in 4 quarters.
Mutual Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $666K in Q2 2021.
63 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2022.

Based on Mutual Advisors's 13F filing for Q1 2022, filed 9 May 2022.