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

Quattro Financial 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
2017 Q4	–	Sell	-6,980	Closed	-$285K	–	64
2017 Q3	$285K	Buy	+6,980	New	+$257K	0.08%	68

Other funds holding CXSE

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

SCP

Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Quattro Financial Advisors's CXSE Position: Q4 2017 in Review

Quattro Financial Advisors sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q4 2017, closing a stake of 6,980 shares — an estimated $285K sold.

Quattro Financial Advisors first reported a position in CXSE in Q3 2017 and held it in 1 quarter. The position peaked at $285K in Q3 2017. 17 funds tracked by Wall St. Rank hold CXSE as of Q4 2017.

Quattro Financial Advisors reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q4 2017 after selling out during the quarter.
Quattro Financial Advisors sold 6,980 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q4 2017, an estimated $285K.
Quattro Financial Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q3 2017 and held it in 1 quarter.
Quattro Financial Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $285K in Q3 2017.
17 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q4 2017.

Based on Quattro Financial Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.