Triumph Capital Management
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Triumph Capital Management’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Triumph Capital Management’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
Q3 		$7.9K Hold
225
– – ﹤0.01% 1272
2026
Q2 		$8.75K Hold
225
– – ﹤0.01% 1188
2026
Q1 		$8.51K Hold
225
– – ﹤0.01% 1154
2025
Q4 		$9.02K Buy
+225
New +$9.4K ﹤0.01% 1107

Other funds holding CXSE

Avestar Capital
Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Granville Capital
Granville Capital Greensboro, North Carolina $254M AUM 16.36% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Triumph Capital Management's CXSE Position: Q3 2026 in Review

Triumph Capital Management held its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) position steady in Q3 2026 at 225 shares worth $7.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Triumph Capital Management first reported a position in CXSE in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.02K in Q4 2025. 14 funds tracked by Wall St. Rank hold CXSE as of Q3 2026.

  • Triumph Capital Management held 225 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $7.9K as of Q3 2026.
  • Triumph Capital Management left its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund share count unchanged in Q3 2026.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1272 holding.
  • Triumph Capital Management first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $9.02K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.