SEI Investments
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SEI Investments’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

SEI Investments’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
2018
Q3 		– Sell
-152
Closed -$6K – 2665
2018
Q2 		$6K Buy
+152
New +$6.62K ﹤0.01% 3103

Other funds holding CXSE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SMFS
Squar Milner Financial Services Irvine, California $176M AUM 10.56% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SEI Investments's CXSE Position: Q3 2018 in Review

SEI Investments sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q3 2018, closing a stake of 152 shares — an estimated $6K sold.

SEI Investments first reported a position in CXSE in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 24 funds tracked by Wall St. Rank hold CXSE as of Q3 2018.

  • SEI Investments reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 152 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q3 2018, an estimated $6K.
  • SEI Investments first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q2 2018 and held it in 1 quarter.
  • SEI Investments's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $6K in Q2 2018.
  • 24 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.