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MYCIO Wealth Partners’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-6
Closed – – 99
2019
Q4 		$0 Hold
6
– – ﹤0.01% 474
2019
Q3 		$0 Hold
6
– – ﹤0.01% 452
2019
Q2 		$0 Buy
+6
New +$225 ﹤0.01% 408

Other funds holding CXSE

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
DCM
DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MYCIO Wealth Partners's CXSE Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2020, closing a stake of 6 shares.

MYCIO Wealth Partners first reported a position in CXSE in Q2 2019 and held it in 3 quarters. The position peaked at $0 in Q4 2019. 33 funds tracked by Wall St. Rank hold CXSE as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 6 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2020.
  • MYCIO Wealth Partners first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q2 2019 and held it in 3 quarters.
  • MYCIO Wealth Partners's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $0 in Q4 2019.
  • 33 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.