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 998,794 shares, which have been reported (via 13F filing form) to have a value of $32.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
980
shares
|
$32,153
0.0% of portfolio
|
Q2 2021
Reduced 2.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
718
shares
|
$23,557
0.0% of portfolio
|
Q1 2020
Reduced 90.67%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
600
shares
|
$19,686
0.0% of portfolio
|
Q1 2024
Reduced 34.07%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
253
shares
|
$8,300
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
200
shares
|
$6,562
0.0% of portfolio
|
Q4 2024
Reduced 99.52%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
55
shares
|
$1,804
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
50
shares
|
$1,640
0.0% of portfolio
|
Q3 2023
Reduced 89.96%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
31
shares
|
$1,017
0.0% of portfolio
|
Q2 2024
Added 3.33%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
28
shares
|
$918
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|