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Prospera Financial Services’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-498
Closed -$21K – 1003
2022
Q2 		$21K Hold
498
– – ﹤0.01% 1193
2022
Q1 		$20K Buy
+498
New +$22.5K ﹤0.01% 1731

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Prospera Financial Services's CXSE Position: Q3 2022 in Review

Prospera Financial Services sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q3 2022, closing a stake of 498 shares — an estimated $21K sold.

Prospera Financial Services first reported a position in CXSE in Q1 2022 and held it in 2 quarters. The position peaked at $21K in Q2 2022. 54 funds tracked by Wall St. Rank hold CXSE as of Q3 2022.

  • Prospera Financial Services reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 498 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q3 2022, an estimated $21K.
  • Prospera Financial Services first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $21K in Q2 2022.
  • 54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.