Ogorek Anthony Joseph’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Ogorek Anthony Joseph’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	-382	Closed	-$19K	–	248
2021 Q4	$19K	Buy	382 +184	+93%	+$9.83K	0.01%	136
2021 Q3	$10K	Sell	198 -119,223	-100%	-$6.86M	﹤0.01%	174
2021 Q2	$8.05M	Sell	119,421 -300	-0.3%	-$19.6K	3.6%	7
2021 Q1	$7.8M	Buy	119,721 +2,155	+2%	+$154K	3.85%	7
2020 Q4	$7.73M	Buy	+117,566	New	+$7.21M	4.14%	7

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

Ogorek Anthony Joseph's CXSE Position: Q1 2022 in Review

Ogorek Anthony Joseph sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2022, closing a stake of 382 shares — an estimated $19K sold.

Ogorek Anthony Joseph first reported a position in CXSE in Q4 2020 and held it in 5 quarters. The position peaked at $8.05M in Q2 2021. 63 funds tracked by Wall St. Rank hold CXSE as of Q1 2022.

Ogorek Anthony Joseph reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2022 after selling out during the quarter.
Ogorek Anthony Joseph sold 382 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2022, an estimated $19K.
Ogorek Anthony Joseph first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2020 and held it in 5 quarters.
Ogorek Anthony Joseph's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $8.05M 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 Ogorek Anthony Joseph's 13F filing for Q1 2022, filed 26 Apr 2022.