Walled Lake Planning & Wealth Management’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Walled Lake Planning & 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 Q4	–	Sell	-125	Closed	-$7K	–	146
2021 Q3	$7K	Buy	+125	New	+$7.19K	﹤0.01%	273

Other funds holding CXSE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PPA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Walled Lake Planning & Wealth Management's CXSE Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q4 2021, closing a stake of 125 shares — an estimated $7K sold.

Walled Lake Planning & Wealth Management first reported a position in CXSE in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 65 funds tracked by Wall St. Rank hold CXSE as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 125 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q4 2021, an estimated $7K.
Walled Lake Planning & Wealth Management first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q3 2021 and held it in 1 quarter.
Walled Lake Planning & Wealth Management's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $7K in Q3 2021.
65 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.