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

Rockefeller Capital 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
2026
Q2 		$304K Buy
7,819
+6,000
+330% +$238K ﹤0.01% 2364
2026
Q1 		$68.8K Hold
1,819
– – ﹤0.01% 3090
2025
Q4 		$73K Hold
1,819
– – ﹤0.01% 2884
2025
Q3 		$81.1K Buy
+1,819
New +$71.1K ﹤0.01% 2675
2023
Q1 		– Sell
-2,203
Closed -$75K – 2407
2022
Q4 		$75K Sell
2,203
-61
-3% -$1.96K ﹤0.01% 2182
2022
Q3 		$71K Buy
2,264
+381
+20% +$14.3K ﹤0.01% 2175
2022
Q2 		$79K Hold
1,883
– – ﹤0.01% 2070
2022
Q1 		$75K Sell
1,883
-300
-14% -$13.6K ﹤0.01% 2115
2021
Q4 		$108K Sell
2,183
-30
-1% -$1.6K ﹤0.01% 1902
2021
Q3 		$118K Sell
2,213
-3,722
-63% -$214K ﹤0.01% 1790
2021
Q2 		$399K Buy
5,935
+2,195
+59% +$143K ﹤0.01% 1279
2021
Q1 		$243K Buy
3,740
+2,240
+149% +$160K ﹤0.01% 1272
2020
Q4 		$98K Buy
+1,500
New +$92K ﹤0.01% 1449

Other funds holding CXSE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
GC
Granville Capital Greensboro, North Carolina $224M AUM
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Rockefeller Capital Management's CXSE Position: Q2 2026 in Review

Rockefeller Capital Management increased its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) stake by 330% in Q2 2026, buying an estimated $238K and bringing the position to 7,819 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

Rockefeller Capital Management first reported a position in CXSE in Q4 2020 and has held it in 13 quarters since. The position peaked at $399K in Q2 2021. 25 funds tracked by Wall St. Rank hold CXSE as of Q2 2026.

  • Rockefeller Capital Management held 7,819 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $304K as of Q2 2026.
  • Rockefeller Capital Management bought 6,000 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $238K.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2364 holding.
  • Rockefeller Capital Management first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2020 and has held it in 13 quarters since.
  • Rockefeller Capital Management's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $399K in Q2 2021.
  • 25 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.