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PSI Advisors’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

PSI Advisors’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
2020
Q1 		– Sell
-3,000
Closed -$124K – 209
2019
Q4 		$124K Buy
+3,000
New +$115K 0.08% 171

Other funds holding CXSE

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PSI Advisors's CXSE Position: Q1 2020 in Review

PSI Advisors sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2020, closing a stake of 3,000 shares — an estimated $124K sold.

PSI Advisors first reported a position in CXSE in Q4 2019 and held it in 1 quarter. The position peaked at $124K in Q4 2019. 33 funds tracked by Wall St. Rank hold CXSE as of Q1 2020.

  • PSI Advisors reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2020 after selling out during the quarter.
  • PSI Advisors sold 3,000 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2020, an estimated $124K.
  • PSI Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2019 and held it in 1 quarter.
  • PSI Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $124K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2020.

Based on PSI Advisors's 13F filing for Q1 2020, filed 15 May 2020.