Institutional Ownership Wisdomtree Tr China Ex State O (CXSE)
This table provides information about the institutional ownership of Wisdomtree Tr China Ex State O (CXSE). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 1.12 Million shares, which have been reported (via 13F filing form) to have a value of $34.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
718
shares
|
$22,028
0.0% of portfolio
|
Q1 2020
Reduced 90.67%
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
600
shares
|
$18,408
0.0% of portfolio
|
Q1 2024
Reduced 34.07%
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
122
shares
|
$3,742
0.0% of portfolio
|
Q3 2024
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
87
shares
|
$2,669
0.0% of portfolio
|
Q3 2024
Added 47.46%
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
85
shares
|
$2,607
0.0% of portfolio
|
Q3 2024
New holding
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
75
shares
|
$2,301
0.0% of portfolio
|
Q4 2024
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
55
shares
|
$1,687
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
50
shares
|
$1,534
0.0% of portfolio
|
Q3 2023
Reduced 89.96%
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
31
shares
|
$951
0.0% of portfolio
|
Q2 2024
Added 3.33%
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
28
shares
|
$859
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|