Squar Milner Financial Services’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-11,774	Closed	-$565K	–	46
2020 Q2	$565K	Hold	11,774	–	–	0.32%	86
2020 Q1	$449K	Sell	11,774 -1,254	-10%	-$51.8K	0.27%	76
2019 Q4	$541K	Buy	13,028 +1,776	+16%	+$68.3K	0.27%	80
2019 Q3	$632K	Sell	11,252 -1,690	-13%	-$61.5K	0.32%	83
2019 Q2	$479K	Buy	12,942 +314	+2%	+$11.8K	0.32%	70
2019 Q1	$492K	Buy	12,628 +200	+2%	+$7.04K	0.36%	58
2018 Q4	$378K	Buy	12,428 +60	+0.5%	+$1.94K	0.36%	67
2018 Q3	$443K	Buy	12,368 +3,282	+36%	+$124K	0.4%	58
2018 Q2	$371K	Buy	9,086 +2,796	+44%	+$122K	0.33%	77
2018 Q1	$277K	Buy	+6,290	New	+$286K	0.35%	105

Other funds holding CXSE

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DCM

DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

CFIA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Squar Milner Financial Services's CXSE Position: Q3 2020 in Review

Squar Milner Financial Services sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q3 2020, closing a stake of 11,774 shares — an estimated $565K sold.

Squar Milner Financial Services first reported a position in CXSE in Q1 2018 and held it in 10 quarters. The position peaked at $632K in Q3 2019. 46 funds tracked by Wall St. Rank hold CXSE as of Q3 2020.

Squar Milner Financial Services reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 11,774 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q3 2020, an estimated $565K.
Squar Milner Financial Services first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2018 and held it in 10 quarters.
Squar Milner Financial Services's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $632K in Q3 2019.
46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.