Personal CFO Solutions’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Personal CFO Solutions’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	-4,312	Closed	-$281K	–	449
2021 Q1	$281K	Sell	4,312 -292	-6%	-$20.9K	0.06%	280
2020 Q4	$303K	Hold	4,604	–	–	0.08%	244
2020 Q3	$0	Sell	4,604 -1,956	-30%	-$106K	﹤0.01%	179
2020 Q2	$315K	Buy	+6,560	New	+$282K	0.09%	203
2019 Q4	–	Sell	-19,678	Closed	-$699K	–	350
2019 Q3	$699K	Buy	+19,678	New	+$716K	0.28%	86

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 $365M AUM 18.21% 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 $1.36B AUM 16.41% 1-Year Est. Return

DCM

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

Personal CFO Solutions's CXSE Position: Q2 2021 in Review

Personal CFO Solutions sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2021, closing a stake of 4,312 shares — an estimated $281K sold.

Personal CFO Solutions first reported a position in CXSE in Q3 2019 and held it in 5 quarters. The position peaked at $699K in Q3 2019. 89 funds tracked by Wall St. Rank hold CXSE as of Q2 2021.

Personal CFO Solutions reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q2 2021 after selling out during the quarter.
Personal CFO Solutions sold 4,312 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2021, an estimated $281K.
Personal CFO Solutions first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q3 2019 and held it in 5 quarters.
Personal CFO Solutions's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $699K in Q3 2019.
89 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2021.

Based on Personal CFO Solutions's 13F filing for Q2 2021, filed 22 Jul 2021.