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

SOL 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
Q1 		– Sell
-41,672
Closed -$1.67M – 108
2025
Q4 		$1.67M Buy
41,672
+760
+2% +$31.8K 0.15% 138
2025
Q3 		$1.82M Sell
40,912
-7,433
-15% -$291K 0.16% 129
2025
Q2 		$1.66M Sell
48,345
-1,815
-4% -$59.8K 0.16% 135
2025
Q1 		$1.71M Sell
50,160
-12,155
-20% -$394K 0.19% 122
2024
Q4 		$1.86M Sell
62,315
-11,975
-16% -$383K 0.21% 119
2024
Q3 		$2.46M Sell
74,290
-4,545
-6% -$121K 0.27% 102
2024
Q2 		$2.09M Buy
78,835
+3,345
+4% +$93.1K 0.25% 111
2024
Q1 		$1.99M Buy
75,490
+15,770
+26% +$407K 0.25% 109
2023
Q4 		$1.67M Sell
59,720
-23,740
-28% -$679K 0.23% 117
2023
Q3 		$2.47M Sell
83,460
-27,815
-25% -$870K 0.38% 77
2023
Q2 		$3.41M Buy
111,275
+4,131
+4% +$133K 0.52% 55
2023
Q1 		$3.73M Buy
107,144
+730
+0.7% +$26.8K 0.61% 51
2022
Q4 		$3.7M Buy
106,414
+42,105
+65% +$1.35M 0.65% 43
2022
Q3 		$2.03M Buy
64,309
+14,810
+30% +$556K 0.42% 70
2022
Q2 		$2.11M Buy
+49,499
New +$1.91M 0.43% 70

Other funds holding CXSE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
CastleKeep Investment Advisors
CastleKeep Investment Advisors Westport, Connecticut $184M AUM 12.93% 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

SOL Capital Management's CXSE Position: Q1 2026 in Review

SOL Capital Management sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2026, closing a stake of 41,672 shares — an estimated $1.67M sold.

SOL Capital Management first reported a position in CXSE in Q2 2022 and held it in 15 quarters. The position peaked at $3.73M in Q1 2023. 34 funds tracked by Wall St. Rank hold CXSE as of Q1 2026.

  • SOL Capital Management reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 41,672 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $1.67M.
  • SOL Capital Management first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q2 2022 and held it in 15 quarters.
  • SOL Capital Management's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $3.73M in Q1 2023.
  • 34 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.