U.S. Capital Wealth Advisors’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,555
| Closed | -$207K | – | 1608 |
|
|
2022
Q3 | $207K | Sell |
6,555
-4,167
| -39% | -$132K | 0.01% | 585 |
|
|
2022
Q2 | $457K | Sell |
10,722
-8,921
| -45% | -$380K | 0.02% | 482 |
|
|
2022
Q1 | $786K | Sell |
19,643
-5,348
| -21% | -$214K | 0.03% | 433 |
|
|
2021
Q4 | $1.25M | Buy |
24,991
+9,985
| +67% | +$498K | 0.05% | 347 |
|
|
2021
Q3 | $802K | Buy |
+15,006
| New | +$802K | 0.03% | 424 |
|