Y.D. More Investments’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Y.D. More Investments’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 Q1	–	Sell	-7,000	Closed	-$281K	–	489
2025 Q4	$281K	Hold	7,000	–	–	0.01%	179
2025 Q3	$312K	Hold	7,000	–	–	0.02%	173
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%	-$15.6K	0.04%	150
2023 Q2	$230K	Buy	7,500 +800	+12%	+$25.8K	0.05%	128
2023 Q1	$233K	Buy	6,700 +3,530	+111%	+$129K	0.05%	125
2022 Q4	$112K	Buy	+3,170	New	+$102K	0.03%	201

Other funds holding CXSE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

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

CastleKeep Investment Advisors Westport, Connecticut $184M AUM 12.93% 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

Y.D. More Investments's CXSE Position: Q1 2026 in Review

Y.D. More Investments sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q1 2026, closing a stake of 7,000 shares — an estimated $281K sold.

Y.D. More Investments first reported a position in CXSE in Q4 2022 and held it in 13 quarters. The position peaked at $312K in Q3 2025. 34 funds tracked by Wall St. Rank hold CXSE as of Q1 2026.

Y.D. More Investments reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q1 2026 after selling out during the quarter.
Y.D. More Investments sold 7,000 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $281K.
Y.D. More Investments first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2022 and held it in 13 quarters.
Y.D. More Investments's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $312K in Q3 2025.
34 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.