Y.D. More Investments’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $241K | Hold |
7,000
| – | – | 0.02% | 187 |
|
2025
Q1 | $238K | Hold |
7,000
| – | – | 0.02% | 190 |
|
2024
Q4 | $209K | Hold |
7,000
| – | – | 0.02% | 185 |
|
2024
Q3 | $232K | Hold |
7,000
| – | – | 0.02% | 180 |
|
2024
Q2 | $186K | Hold |
7,000
| – | – | 0.02% | 187 |
|
2024
Q1 | $185K | Hold |
7,000
| – | – | 0.03% | 174 |
|
2023
Q4 | $196K | Hold |
7,000
| – | – | 0.04% | 160 |
|
2023
Q3 | $207K | Sell |
7,000
-500
| -7% | -$14.8K | 0.04% | 150 |
|
2023
Q2 | $230K | Buy |
7,500
+800
| +12% | +$24.5K | 0.05% | 128 |
|
2023
Q1 | $233K | Buy |
6,700
+3,530
| +111% | +$123K | 0.05% | 125 |
|
2022
Q4 | $112K | Buy |
+3,170
| New | +$112K | 0.03% | 201 |
|