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

Venturi Wealth 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
2021
Q2 		– Sell
-18
Closed -$1K – 321
2021
Q1 		$1K Buy
+18
New +$1.28K ﹤0.01% 303

Other funds holding CXSE

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
DCM
DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

Venturi Wealth Management's CXSE Position: Q2 2021 in Review

Venturi Wealth Management sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2021, closing a stake of 18 shares — an estimated $1K sold.

Venturi Wealth Management first reported a position in CXSE in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 89 funds tracked by Wall St. Rank hold CXSE as of Q2 2021.

  • Venturi Wealth Management reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q2 2021 after selling out during the quarter.
  • Venturi Wealth Management sold 18 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2021, an estimated $1K.
  • Venturi Wealth Management first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2021 and held it in 1 quarter.
  • Venturi Wealth Management's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $1K in Q1 2021.
  • 89 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2021.

Based on Venturi Wealth Management's 13F filing for Q2 2021, filed 2 Aug 2021.