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

Patriot Financial Group Insurance Agency’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
2021 Q2	–	Sell	-68	Closed	-$4K	–	2083
2021 Q1	$4K	Sell	68 -24	-26%	-$1.71K	﹤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	+$4.81K	﹤0.01%	1166

Other funds holding CXSE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

DCM

DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CXSE Position: Q2 2021 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2021, closing a stake of 68 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in CXSE in Q2 2020 and held it in 4 quarters. The position peaked at $6K in Q4 2020. 89 funds tracked by Wall St. Rank hold CXSE as of Q2 2021.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q2 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 68 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2021, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q2 2020 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $6K in Q4 2020.
89 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2021, filed 30 Jul 2021.