Back to Corient Private Wealth LP Corient Private Wealth LP

CXSECXSE
14 quarters

Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in WISDOMTREE TR

Corient Private Wealth LP holds 6,613 shares of CXSE (WISDOMTREE TR), worth $257,126 as of 2026-Q2. This is a new position. CXSE represents 0.0% of Corient Private Wealth LP's portfolio.

Current Value

$257,126

Current Shares

6,613

Total Value Change

-$688,914

Total Shares Change

-20,619

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
6,613
-
$257,1260.0%$38.88
32
2026-Q1
Exited
0
-100.0%
$00.0%$37.77
0
2025-Q4
Increased
13,766
+96.8%
$552,1540.0%$40.64
39
2025-Q3
Decreased
6,993
-17.8%
$311,7480.0%$43.92
0
2025-Q2
New
8,509
-
$292,7950.0%$33.83
32
2024-Q4
Exited
0
-100.0%
$00.0%$29.48
0
2024-Q3
Decreased
11,136
-12.8%
$369,1580.0%$31.80
0
2024-Q2
Decreased
12,772
-41.3%
$338,8410.0%$25.80
0
2024-Q1
Decreased
21,745
-22.5%
$573,6330.0%$25.39
0
2023-Q4
Decreased
28,058
-7.7%
$786,1850.0%$26.97
0
2023-Q3
Decreased
30,409
-0.1%
$899,8020.0%$28.35
0
2023-Q2
Increased
30,435
+13.6%
$933,1370.0%$28.93
28
2023-Q1
Decreased
26,799
-1.6%
$932,0690.0%$33.24
0
2022-Q4
New
27,232
-
$946,0400.0%$32.90
35

Other major holders of CXSE: Steward Partners Investment Advisory, LLC, HSBC HOLDINGS PLC, JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, OSAIC HOLDINGS, INC.

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