Patriot Financial Group Insurance Agency’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-68	Closed	-$4K	–	2086
2021 Q1	$4K	Sell	68 -24	-26%	-$1.41K	﹤0.01%	1604
2020 Q4	$6K	Hold	92	–	–	﹤0.01%	1364
2020 Q3	$5K	Sell	92 -20	-18%	-$1.09K	﹤0.01%	1215
2020 Q2	$5K	Buy	+112	New	+$5K	﹤0.01%	1166