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

NewEdge 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
2026
Q2 		$25.5K Hold
656
– – ﹤0.01% 3288
2026
Q1 		$24.8K Hold
656
– – ﹤0.01% 3134
2025
Q4 		$26.3K Sell
656
-15,525
-96% -$649K ﹤0.01% 3167
2025
Q3 		$721K Sell
16,181
-5,130
-24% -$201K ﹤0.01% 1600
2025
Q2 		$733K Buy
21,311
+97
+0.5% +$3.19K ﹤0.01% 1460
2025
Q1 		$722K Buy
21,214
+1,610
+8% +$52.2K ﹤0.01% 1373
2024
Q4 		$586K Buy
+19,604
New +$627K ﹤0.01% 1445

Other funds holding CXSE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
GC
Granville Capital Greensboro, North Carolina $224M AUM
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

NewEdge Advisors's CXSE Position: Q2 2026 in Review

NewEdge Advisors held its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) position steady in Q2 2026 at 656 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3288.

NewEdge Advisors first reported a position in CXSE in Q4 2024 and has held it in 7 quarters since. The position peaked at $733K in Q2 2025. 25 funds tracked by Wall St. Rank hold CXSE as of Q2 2026.

  • NewEdge Advisors held 656 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $25.5K as of Q2 2026.
  • NewEdge Advisors left its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund share count unchanged in Q2 2026.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3288 holding.
  • NewEdge Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2024 and has held it in 7 quarters since.
  • NewEdge Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $733K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.