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
Q3 		$1.01M Buy
28,710
+20,891
+267% +$787K ﹤0.01% 1744
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 $1.96T AUM 27.49% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Avestar Capital
Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CastleKeep Investment Advisors
CastleKeep Investment Advisors Westport, Connecticut $195M AUM 7.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Granville Capital
Granville Capital Greensboro, North Carolina $254M AUM 16.36% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Rockefeller Capital Management's CXSE Position: Q3 2026 in Review

Rockefeller Capital Management increased its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) stake by 267% in Q3 2026, buying an estimated $787K and bringing the position to 28,710 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Rockefeller Capital Management first reported a position in CXSE in Q4 2020 and has held it in 14 quarters since. 27 funds tracked by Wall St. Rank hold CXSE as of Q3 2026.

  • Rockefeller Capital Management held 28,710 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $1.01M as of Q3 2026.
  • Rockefeller Capital Management bought 20,891 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $787K.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #1744 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 14 quarters since.
  • 27 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.