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

Regal Investment 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
2021
Q3 		– Sell
-3,225
Closed -$217K – 529
2021
Q2 		$217K Buy
+3,225
New +$211K 0.02% 500

Other funds holding CXSE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Regal Investment Advisors's CXSE Position: Q3 2021 in Review

Regal Investment Advisors sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q3 2021, closing a stake of 3,225 shares — an estimated $217K sold.

Regal Investment Advisors first reported a position in CXSE in Q2 2021 and held it in 1 quarter. The position peaked at $217K in Q2 2021. 72 funds tracked by Wall St. Rank hold CXSE as of Q3 2021.

  • Regal Investment Advisors reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q3 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 3,225 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q3 2021, an estimated $217K.
  • Regal Investment Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q2 2021 and held it in 1 quarter.
  • Regal Investment Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $217K in Q2 2021.
  • 72 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2021.

Based on Regal Investment Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.