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Stratos Wealth Partners’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Stratos Wealth Partners’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
2024
Q1 		– Sell
-9,076
Closed -$254K – 1397
2023
Q4 		$254K Buy
9,076
+152
+2% +$4.35K ﹤0.01% 1161
2023
Q3 		$264K Buy
8,924
+764
+9% +$23.9K 0.01% 1071
2023
Q2 		$250K Sell
8,160
-91
-1% -$2.94K 0.01% 1020
2023
Q1 		$287K Sell
8,251
-273
-3% -$10K 0.01% 892
2022
Q4 		$296K Sell
8,524
-521
-6% -$16.7K 0.01% 897
2022
Q3 		$286K Sell
9,045
-361
-4% -$13.6K 0.01% 884
2022
Q2 		$401K Buy
9,406
+8
+0.1% +$308 0.01% 814
2022
Q1 		$376K Sell
9,398
-1,326
-12% -$59.9K 0.01% 911
2021
Q4 		$535K Buy
10,724
+1,910
+22% +$102K 0.01% 779
2021
Q3 		$471K Buy
8,814
+444
+5% +$25.5K 0.01% 772
2021
Q2 		$564K Sell
8,370
-425
-5% -$27.8K 0.01% 728
2021
Q1 		$573K Sell
8,795
-52
-0.6% -$3.71K 0.02% 669
2020
Q4 		$582K Sell
8,847
-159
-2% -$9.75K 0.02% 623
2020
Q3 		$506K Sell
9,006
-150
-2% -$8.15K 0.02% 621
2020
Q2 		$439K Sell
9,156
-2,898
-24% -$124K 0.02% 642
2020
Q1 		$461K Sell
12,054
-484
-4% -$20K 0.02% 550
2019
Q4 		$521K Buy
12,538
+1,586
+14% +$61K 0.02% 583
2019
Q3 		$389K Sell
10,952
-1,406
-11% -$51.1K 0.02% 641
2019
Q2 		$457K Buy
+12,358
New +$464K 0.02% 606
2018
Q2 		– Sell
-600
Closed -$26K – 1302
2018
Q1 		$26K Buy
+600
New +$27.2K ﹤0.01% 1899

Other funds holding CXSE

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Stratos Wealth Partners's CXSE Position: Q1 2024 in Review

Stratos Wealth Partners sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2024, closing a stake of 9,076 shares — an estimated $254K sold.

Stratos Wealth Partners first reported a position in CXSE in Q1 2018 and held it in 20 quarters. The position peaked at $582K in Q4 2020. 34 funds tracked by Wall St. Rank hold CXSE as of Q1 2024.

  • Stratos Wealth Partners reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 9,076 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2024, an estimated $254K.
  • Stratos Wealth Partners first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2018 and held it in 20 quarters.
  • Stratos Wealth Partners's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $582K in Q4 2020.
  • 34 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.