WhitTier Trust Company’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

WhitTier Trust Company’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	$37.2K	Hold	980	–	–	﹤0.01%	804
2026 Q1	$36.9K	Hold	980	–	–	﹤0.01%	781
2025 Q4	$41.1K	Hold	980	–	–	﹤0.01%	747
2025 Q3	$44.1K	Hold	980	–	–	﹤0.01%	721
2025 Q2	$33.7K	Hold	980	–	–	﹤0.01%	876
2025 Q1	$33.4K	Hold	980	–	–	﹤0.01%	860
2024 Q4	$29.3K	Hold	980	–	–	﹤0.01%	865
2024 Q3	$32.5K	Hold	980	–	–	﹤0.01%	842
2024 Q2	$26K	Hold	980	–	–	﹤0.01%	847
2024 Q1	$25.8K	Hold	980	–	–	﹤0.01%	811
2023 Q4	$27.5K	Hold	980	–	–	﹤0.01%	774
2023 Q3	$29K	Hold	980	–	–	﹤0.01%	747
2023 Q2	$30K	Hold	980	–	–	﹤0.01%	776
2023 Q1	$34.1K	Hold	980	–	–	﹤0.01%	743
2022 Q4	$34K	Hold	980	–	–	﹤0.01%	737
2022 Q3	$31K	Hold	980	–	–	﹤0.01%	741
2022 Q2	$42K	Hold	980	–	–	﹤0.01%	698
2022 Q1	$39K	Hold	980	–	–	﹤0.01%	712
2021 Q4	$49K	Hold	980	–	–	﹤0.01%	679
2021 Q3	$52K	Hold	980	–	–	﹤0.01%	666
2021 Q2	$66K	Sell	980 -21	-2%	-$1.37K	﹤0.01%	609
2021 Q1	$65K	Buy	1,001 +21	+2%	+$1.5K	﹤0.01%	596
2020 Q4	$64K	Hold	980	–	–	﹤0.01%	580
2020 Q3	$55K	Hold	980	–	–	﹤0.01%	587
2020 Q2	$47K	Hold	980	–	–	﹤0.01%	585
2020 Q1	$37K	Hold	980	–	–	﹤0.01%	598
2019 Q4	$41K	Hold	980	–	–	﹤0.01%	628
2019 Q3	$35K	Hold	980	–	–	﹤0.01%	656
2019 Q2	$36K	Hold	980	–	–	﹤0.01%	644
2019 Q1	$38K	Hold	980	–	–	﹤0.01%	631
2018 Q4	$30K	Hold	980	–	–	﹤0.01%	661
2018 Q3	$35K	Hold	980	–	–	﹤0.01%	667
2018 Q2	$40K	Hold	980	–	–	﹤0.01%	646
2018 Q1	$43K	Hold	980	–	–	﹤0.01%	636
2017 Q4	$42K	Hold	980	–	–	﹤0.01%	596
2017 Q3	$39K	Hold	980	–	–	﹤0.01%	585
2017 Q2	$32K	Hold	980	–	–	﹤0.01%	616
2017 Q1	$28K	Hold	980	–	–	﹤0.01%	632
2016 Q4	$24K	Hold	980	–	–	﹤0.01%	664
2016 Q3	$26K	Hold	980	–	–	﹤0.01%	638
2016 Q2	$22K	Hold	980	–	–	﹤0.01%	668
2016 Q1	$23K	Hold	980	–	–	﹤0.01%	656
2015 Q4	$24K	Hold	980	–	–	﹤0.01%	642
2015 Q3	$21K	Hold	980	–	–	﹤0.01%	666
2015 Q2	$27K	Hold	980	–	–	﹤0.01%	647
2015 Q1	$27K	Hold	980	–	–	﹤0.01%	653
2014 Q4	$25K	Hold	980	–	–	﹤0.01%	658
2014 Q3	$26K	Hold	980	–	–	﹤0.01%	650
2014 Q2	$25K	Hold	980	–	–	﹤0.01%	670
2014 Q1	$24K	Hold	980	–	–	﹤0.01%	689
2013 Q4	$26K	Hold	980	–	–	﹤0.01%	638
2013 Q3	$25K	Hold	980	–	–	﹤0.01%	615
2013 Q2	$22K	Buy	+980	New	+$24.5K	﹤0.01%	619

Other funds holding CXSE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Granville Capital Greensboro, North Carolina $224M AUM

SIAS

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

WhitTier Trust Company's CXSE Position: Q2 2026 in Review

WhitTier Trust Company held its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) position steady in Q2 2026 at 980 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

WhitTier Trust Company first reported a position in CXSE in Q2 2013 and has held it in 53 quarters since. The position peaked at $66K in Q2 2021. 25 funds tracked by Wall St. Rank hold CXSE as of Q2 2026.

WhitTier Trust Company held 980 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $37.2K as of Q2 2026.
WhitTier Trust Company left its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #804 holding.
WhitTier Trust Company first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $66K 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 WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.