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

Stifel Financial’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
2021
Q1 		– Sell
-8,999
Closed -$592K – 3226
2020
Q4 		$592K Buy
+8,999
New +$552K ﹤0.01% 2217

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return

Stifel Financial's CXSE Position: Q1 2021 in Review

Stifel Financial sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2021, closing a stake of 8,999 shares — an estimated $592K sold.

Stifel Financial first reported a position in CXSE in Q4 2020 and held it in 1 quarter. The position peaked at $592K in Q4 2020. 86 funds tracked by Wall St. Rank hold CXSE as of Q1 2021.

  • Stifel Financial reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2021 after selling out during the quarter.
  • Stifel Financial sold 8,999 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2021, an estimated $592K.
  • Stifel Financial first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2020 and held it in 1 quarter.
  • Stifel Financial's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $592K in Q4 2020.
  • 86 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2021.

Based on Stifel Financial's 13F filing for Q1 2021, filed 14 May 2021.