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

Summit Investment Advisory 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
2026
Q1 		$202K Buy
+5,347
New +$215K 0.08% 79

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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 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 $377B AUM 19.32% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Summit Investment Advisory Services's CXSE Position: Q1 2026 in Review

Summit Investment Advisory Services opened a new position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2026: 5,347 shares worth $202K. The stake represents 0.08% of the portfolio and ranks #79 among its holdings.

34 funds tracked by Wall St. Rank hold CXSE as of Q1 2026.

  • Summit Investment Advisory Services held 5,347 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $202K as of Q1 2026.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund was a new Summit Investment Advisory Services position in Q1 2026.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up 0.08% of Summit Investment Advisory Services's portfolio in Q1 2026, its #79 holding.
  • 34 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.