Steward Partners Investment Advisory’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Steward Partners Investment Advisory’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
2023 Q3	–	Sell	-175	Closed	-$5.37K	–	3393
2023 Q2	$5.37K	Hold	175	–	–	﹤0.01%	2769
2023 Q1	$6.09K	Hold	175	–	–	﹤0.01%	2719
2022 Q4	$6.08K	Hold	175	–	–	﹤0.01%	2699
2022 Q3	$6K	Hold	175	–	–	﹤0.01%	2691
2022 Q2	$7K	Sell	175 -300	-63%	-$11.6K	﹤0.01%	2629
2022 Q1	$19K	Sell	475 -75	-14%	-$3.39K	﹤0.01%	2387
2021 Q4	$27K	Sell	550 -875	-61%	-$46.8K	﹤0.01%	2189
2021 Q3	$76K	Sell	1,425 -1,870	-57%	-$108K	﹤0.01%	1672
2021 Q2	$222K	Sell	3,295 -95	-3%	-$6.21K	﹤0.01%	1460
2021 Q1	$221K	Buy	3,390 +825	+32%	+$58.9K	﹤0.01%	1252
2020 Q4	$169K	Buy	+2,565	New	+$157K	﹤0.01%	1138
2018 Q4	–	Sell	-30	Closed	-$1K	–	1052
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	2479
2018 Q2	$1K	Buy	+30	New	+$1.31K	﹤0.01%	2331

Other funds holding CXSE

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

BCM

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

MIH

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

Steward Partners Investment Advisory's CXSE Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q3 2023, closing a stake of 175 shares — an estimated $5.37K sold.

Steward Partners Investment Advisory first reported a position in CXSE in Q2 2018 and held it in 13 quarters. The position peaked at $222K in Q2 2021. 35 funds tracked by Wall St. Rank hold CXSE as of Q3 2023.

Steward Partners Investment Advisory reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q3 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 175 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q3 2023, an estimated $5.37K.
Steward Partners Investment Advisory first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q2 2018 and held it in 13 quarters.
Steward Partners Investment Advisory's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $222K in Q2 2021.
35 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.