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 33 institutions that hold shares in the stock, with a total of 688,426 shares, which have been reported (via 13F filing form) to have a value of $28.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
200
shares
|
$8,376
0.0% of portfolio
|
Q4 2024
Reduced 99.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
196
shares
|
$8,208
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
55
shares
|
$2,303
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
50
shares
|
$2,094
0.0% of portfolio
|
Q3 2023
Reduced 89.96%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
31
shares
|
$1,298
0.0% of portfolio
|
Q2 2024
Added 3.33%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
28
shares
|
$1,172
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
1
shares
|
$41
0.0% of portfolio
|
Q3 2025
Reduced 99.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|