UBS Group
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UBS Group’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

UBS Group’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 		$1.22M Sell
31,472
-1,825
-5% -$72.5K ﹤0.01% 5547
2026
Q1 		$1.26M Sell
33,297
-1,682
-5% -$67.5K ﹤0.01% 5365
2025
Q4 		$1.4M Sell
34,979
-25,497
-42% -$1.07M ﹤0.01% 5281
2025
Q3 		$2.7M Sell
60,476
-5,078
-8% -$198K ﹤0.01% 4679
2025
Q2 		$2.26M Buy
65,554
+25,311
+63% +$834K ﹤0.01% 4688
2025
Q1 		$1.37M Buy
40,243
+4,731
+13% +$153K ﹤0.01% 5023
2024
Q4 		$1.06M Buy
35,512
+2,610
+8% +$83.5K ﹤0.01% 5253
2024
Q3 		$1.09M Sell
32,902
-1,969
-6% -$52.6K ﹤0.01% 4582
2024
Q2 		$925K Buy
34,871
+2,119
+6% +$59K ﹤0.01% 4484
2024
Q1 		$864K Sell
32,752
-8,968
-21% -$231K ﹤0.01% 4718
2023
Q4 		$1.17M Sell
41,720
-8,636
-17% -$247K ﹤0.01% 4354
2023
Q3 		$1.49M Sell
50,356
-12,021
-19% -$376K ﹤0.01% 3739
2023
Q2 		$1.91M Sell
62,377
-1,525
-2% -$49.3K ﹤0.01% 3563
2023
Q1 		$2.22M Buy
63,902
+6,153
+11% +$226K ﹤0.01% 3305
2022
Q4 		$2.01M Buy
57,749
+23,621
+69% +$759K ﹤0.01% 3392
2022
Q3 		$1.08M Sell
34,128
-8,372
-20% -$315K ﹤0.01% 3690
2022
Q2 		$1.81M Sell
42,500
-25,604
-38% -$986K ﹤0.01% 3236
2022
Q1 		$2.72M Sell
68,104
-20,764
-23% -$938K ﹤0.01% 3135
2021
Q4 		$4.43M Buy
88,868
+14,562
+20% +$778K ﹤0.01% 2955
2021
Q3 		$3.97M Sell
74,306
-68,820
-48% -$3.96M ﹤0.01% 2915
2021
Q2 		$9.64M Buy
143,126
+931
+0.7% +$60.8K ﹤0.01% 2065
2021
Q1 		$9.27M Buy
142,195
+58,324
+70% +$4.16M ﹤0.01% 2019
2020
Q4 		$5.52M Buy
83,871
+9,467
+13% +$581K ﹤0.01% 2348
2020
Q3 		$4.18M Sell
74,404
-13,298
-15% -$722K ﹤0.01% 2367
2020
Q2 		$4.21M Sell
87,702
-5,728
-6% -$246K ﹤0.01% 2183
2020
Q1 		$3.57M Buy
93,430
+72,446
+345% +$2.99M ﹤0.01% 2224
2019
Q4 		$872K Sell
20,984
-13,382
-39% -$515K ﹤0.01% 4337
2019
Q3 		$1.22M Sell
34,366
-1,324
-4% -$48.2K ﹤0.01% 3784
2019
Q2 		$1.32M Buy
35,690
+10,210
+40% +$383K ﹤0.01% 3513
2019
Q1 		$993K Buy
25,480
+16,052
+170% +$565K ﹤0.01% 3598
2018
Q4 		$287K Buy
9,428
+1,312
+16% +$42.4K ﹤0.01% 4663
2018
Q3 		$291K Buy
8,116
+2,222
+38% +$83.7K ﹤0.01% 4777
2018
Q2 		$240K Sell
5,894
-4,536
-43% -$197K ﹤0.01% 4816
2018
Q1 		$460K Buy
10,430
+10,208
+4,598% +$464K ﹤0.01% 4266
2017
Q4 		$10K Sell
222
-4,060
-95% -$170K ﹤0.01% 7008
2017
Q3 		$169K Buy
4,282
+3,998
+1,408% +$147K ﹤0.01% 4958
2017
Q2 		$9K Sell
284
-1,196
-81% -$37.6K ﹤0.01% 6836
2017
Q1 		$43K Buy
1,480
+194
+15% +$5.23K ﹤0.01% 5626
2016
Q4 		$31K Buy
1,286
+418
+48% +$10.7K ﹤0.01% 6205
2016
Q3 		$23K Buy
+868
New +$21.3K ﹤0.01% 6187
2016
Q2 		– Sell
-720
Closed -$17K – 7759
2016
Q1 		$17K Buy
+720
New +$15.5K ﹤0.01% 6315
2015
Q4 		– Sell
-850
Closed -$18K – 8373
2015
Q3 		$18K Sell
850
-930
-52% -$21.8K ﹤0.01% 6796
2015
Q2 		$49K Sell
1,780
-1,448
-45% -$43.8K ﹤0.01% 6021
2015
Q1 		$90K Buy
+3,228
New +$85.4K ﹤0.01% 5503

Other funds holding CXSE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
GC
Granville Capital Greensboro, North Carolina $224M AUM
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

UBS Group's CXSE Position: Q2 2026 in Review

UBS Group reduced its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) stake by 5.5% in Q2 2026, selling an estimated $72.5K and leaving 31,472 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #5547.

UBS Group first reported a position in CXSE in Q1 2015 and has held it in 44 quarters since. The position peaked at $9.64M in Q2 2021. 25 funds tracked by Wall St. Rank hold CXSE as of Q2 2026.

  • UBS Group held 31,472 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $1.22M as of Q2 2026.
  • UBS Group sold 1,825 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $72.5K.
  • WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5547 holding.
  • UBS Group first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2015 and has held it in 44 quarters since.
  • UBS Group's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $9.64M in Q2 2021.
  • 25 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.