Resource Management’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Resource Management’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 Q2	–	Sell	-13,600	Closed	-$887K	–	189
2021 Q1	$887K	Buy	13,600 +3,494	+35%	+$250K	0.11%	72
2020 Q4	$665K	Buy	+10,106	New	+$620K	0.09%	79

Other funds holding CXSE

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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

Resource Management's CXSE Position: Q2 2021 in Review

Resource Management sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2021, closing a stake of 13,600 shares — an estimated $887K sold.

Resource Management first reported a position in CXSE in Q4 2020 and held it in 2 quarters. The position peaked at $887K in Q1 2021. 89 funds tracked by Wall St. Rank hold CXSE as of Q2 2021.

Resource Management reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q2 2021 after selling out during the quarter.
Resource Management sold 13,600 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2021, an estimated $887K.
Resource Management first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2020 and held it in 2 quarters.
Resource Management's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $887K in Q1 2021.
89 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2021.

Based on Resource Management's 13F filing for Q2 2021, filed 23 Jul 2021.