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 Q2	$208K	Hold	5,347	–	–	0.05%	86
2026 Q1	$202K	Buy	+5,347	New	+$215K	0.08%	79

Other funds holding CXSE

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CastleKeep Investment Advisors Westport, Connecticut $200M AUM 15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Investment Advisory Services's CXSE Position: Q2 2026 in Review

Summit Investment Advisory Services held its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) position steady in Q2 2026 at 5,347 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #86.

Summit Investment Advisory Services first reported a position in CXSE in Q1 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold CXSE as of Q2 2026.

Summit Investment Advisory Services held 5,347 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $208K as of Q2 2026.
Summit Investment Advisory Services left its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up 0.05% of Summit Investment Advisory Services's portfolio in Q2 2026, its #86 holding.
Summit Investment Advisory Services first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2026 and has held it in 2 quarters since.
36 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.