SS
CXSE icon

SBI Securities’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

SBI Securities’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 		$586K Sell
15,075
-1,131
-7% -$44.9K 0.01% 389
2026
Q1 		$613K Buy
16,206
+1,957
+14% +$78.6K 0.02% 355
2025
Q4 		$572K Sell
14,249
-1,642
-10% -$68.6K 0.01% 370
2025
Q3 		$708K Sell
15,891
-522
-3% -$20.4K 0.02% 322
2025
Q2 		$565K Sell
16,413
-1,504
-8% -$49.5K 0.02% 345
2025
Q1 		$610K Buy
17,917
+1,965
+12% +$63.7K 0.02% 314
2024
Q4 		$477K Buy
+15,952
New +$510K 0.01% 353

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
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 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

SBI Securities's CXSE Position: Q2 2026 in Review

SBI Securities reduced its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) stake by 7% in Q2 2026, selling an estimated $44.9K and leaving 15,075 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #389.

SBI Securities first reported a position in CXSE in Q4 2024 and has held it in 7 quarters since. The position peaked at $708K in Q3 2025. 25 funds tracked by Wall St. Rank hold CXSE as of Q2 2026.

  • SBI Securities held 15,075 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $586K as of Q2 2026.
  • SBI Securities sold 1,131 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $44.9K.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up 0.01% of SBI Securities's portfolio in Q2 2026, its #389 holding.
  • SBI Securities first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $708K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.