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

Verus Capital Partners’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
2020 Q1	$7K	Sell	194 -6	-3%	-$248	﹤0.01%	1087
2019 Q4	$8K	Buy	+200	New	+$7.7K	﹤0.01%	1197

Other funds holding CXSE

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Verus Capital Partners's CXSE Position: Q1 2020 in Review

Verus Capital Partners reduced its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) stake by 3% in Q1 2020, selling an estimated $248 and leaving 194 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Verus Capital Partners first reported a position in CXSE in Q4 2019 and has held it in 2 quarters since. The position peaked at $8K in Q4 2019. 33 funds tracked by Wall St. Rank hold CXSE as of Q1 2020.

Verus Capital Partners held 194 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $7K as of Q1 2020.
Verus Capital Partners sold 6 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2020, an estimated $248.
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1087 holding.
Verus Capital Partners first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2019 and has held it in 2 quarters since.
Verus Capital Partners's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $8K in Q4 2019.
33 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.