WP
CXSE icon

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

WealthShield 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
2022
Q2 		– Sell
-6,465
Closed -$259K – 300
2022
Q1 		$259K Buy
+6,465
New +$292K 0.04% 298

Other funds holding CXSE

Morgan Stanley
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
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthShield Partners's CXSE Position: Q2 2022 in Review

WealthShield Partners sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q2 2022, closing a stake of 6,465 shares — an estimated $259K sold.

WealthShield Partners first reported a position in CXSE in Q1 2022 and held it in 1 quarter. The position peaked at $259K in Q1 2022. 54 funds tracked by Wall St. Rank hold CXSE as of Q2 2022.

  • WealthShield Partners reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q2 2022 after selling out during the quarter.
  • WealthShield Partners sold 6,465 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q2 2022, an estimated $259K.
  • WealthShield Partners first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q1 2022 and held it in 1 quarter.
  • WealthShield Partners's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $259K in Q1 2022.
  • 54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q2 2022.

Based on WealthShield Partners's 13F filing for Q2 2022, filed 11 Aug 2022.