CoreCap Advisors, LLC CXSE — WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND

Ownership history in CoreCap Advisors, LLC  ·  1 quarter on record

AI Ownership Summary

CoreCap Advisors, LLC reported WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND (CXSE) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. The latest visible filing shows CXSE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CXSE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CoreCap Advisors, LLC's position in WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

CXSE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CoreCap Advisors, LLC held CXSE — position size vs. price
% of Fund (quarterly)    CXSE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — — — — 0.00% $1 2026-10-08 $34.17

🏢 Other funds also holding CXSE

As of 2026 Q3 — sorted by position size

Triumph Capital Management 3Y 0.0%

FAQ About CoreCap Advisors, LLC and CXSE

These are the practical questions this page is built to answer before you even open the full history table.

How long has CoreCap Advisors, LLC reported owning CXSE?

CoreCap Advisors, LLC reported CXSE across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported CXSE position in CoreCap Advisors, LLC's portfolio?

The largest reported portfolio weight for CXSE was 0.00% in 2026 Q3.

What is the latest reported CXSE position on this page?

The latest section of the table and chart shows the most recent reported CXSE position for CoreCap Advisors, LLC.

What does the chart on this CXSE ownership page compare?

The chart compares CoreCap Advisors, LLC's quarterly CXSE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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