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

NewEdge Wealth’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
2025
Q3 		– Sell
-85,927
Closed -$3.21M – 1031
2025
Q2 		$3.21M Sell
85,927
-3,833
-4% -$126K 0.05% 283
2025
Q1 		$3.06M Sell
89,760
-13,069
-13% -$423K 0.06% 263
2024
Q4 		$3.07M Buy
+102,829
New +$3.29M 0.05% 271

Other funds holding CXSE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
CastleKeep Investment Advisors
CastleKeep Investment Advisors Westport, Connecticut $184M AUM 12.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

NewEdge Wealth's CXSE Position: Q3 2025 in Review

NewEdge Wealth sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q3 2025, closing a stake of 85,927 shares — an estimated $3.21M sold.

NewEdge Wealth first reported a position in CXSE in Q4 2024 and held it in 3 quarters. The position peaked at $3.21M in Q2 2025. 28 funds tracked by Wall St. Rank hold CXSE as of Q3 2025.

  • NewEdge Wealth reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q3 2025 after selling out during the quarter.
  • NewEdge Wealth sold 85,927 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q3 2025, an estimated $3.21M.
  • NewEdge Wealth first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2024 and held it in 3 quarters.
  • NewEdge Wealth's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $3.21M in Q2 2025.
  • 28 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2025.

Based on NewEdge Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.