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

Signet Financial 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
2022 Q1	–	Sell	-305	Closed	-$15K	–	478
2021 Q4	$15K	Buy	+305	New	+$16.3K	﹤0.01%	947
2018 Q4	–	Sell	-260	Closed	-$9K	–	360
2018 Q3	$9K	Hold	260	–	–	﹤0.01%	641
2018 Q2	$11K	Hold	260	–	–	﹤0.01%	614
2018 Q1	$11K	Buy	+260	New	+$11.8K	﹤0.01%	559

Other funds holding CXSE

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Signet Financial Management's CXSE Position: Q1 2022 in Review

Signet Financial Management sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2022, closing a stake of 305 shares — an estimated $15K sold.

Signet Financial Management first reported a position in CXSE in Q1 2018 and held it in 4 quarters. The position peaked at $15K in Q4 2021. 63 funds tracked by Wall St. Rank hold CXSE as of Q1 2022.

Signet Financial Management reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2022 after selling out during the quarter.
Signet Financial Management sold 305 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2022, an estimated $15K.
Signet Financial Management first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2018 and held it in 4 quarters.
Signet Financial Management's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $15K in Q4 2021.
63 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.