Raymond James Financial
CXSE icon

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

Raymond James Financial’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
2026
Q1 		– Sell
-29,826
Closed -$1.2M – 5330
2025
Q4 		$1.2M Buy
+29,826
New +$1.25M ﹤0.01% 3659
2025
Q3 		– Sell
-196
Closed -$6.74K – 5383
2025
Q2 		$6.74K Buy
+196
New +$6.46K ﹤0.01% 6071

Other funds holding CXSE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
CastleKeep Investment Advisors
CastleKeep Investment Advisors Westport, Connecticut $184M AUM 12.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Raymond James Financial's CXSE Position: Q1 2026 in Review

Raymond James Financial sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2026, closing a stake of 29,826 shares — an estimated $1.2M sold.

Raymond James Financial first reported a position in CXSE in Q2 2025 and held it in 2 quarters. The position peaked at $1.2M in Q4 2025. 34 funds tracked by Wall St. Rank hold CXSE as of Q1 2026.

  • Raymond James Financial reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 29,826 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $1.2M.
  • Raymond James Financial first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q2 2025 and held it in 2 quarters.
  • Raymond James Financial's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $1.2M in Q4 2025.
  • 34 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.